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 | $441,303 | $209,411+110.7% | $178,490+147.2% | $158,922+177.7% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 22.77% | 188.75%-166.0pp | 151.07%-128.3pp | 302.83%-280.1pp |
| Employer contribution / active EE | $29,302 | $5,706+413.5% | $5,011+484.8% | $4,761+515.4% |
| Participant deferral / active EE | $15,450 | $5,954+159.5% | $5,202+197.0% | $5,982+158.3% |
| Admin fee / account holder | $47,178 | $17,074+176.3% | $13,984+237.4% | $11,246+319.5% |