See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $542,967 | $209,411+159.3% | $178,490+204.2% | $158,922+241.7% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 12.25% | 188.75%-176.5pp | 151.07%-138.8pp | 302.83%-290.6pp |
| Employer contribution / active EE | $3,099 | $5,706-45.7% | $5,011-38.2% | $4,761-34.9% |
| Participant deferral / active EE | $10,621 | $5,954+78.4% | $5,202+104.2% | $5,982+77.5% |
| Admin fee / account holder | $6,828 | $17,074-60.0% | $13,984-51.2% | $11,246-39.3% |