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 | $375,743 | $209,411+79.4% | $178,490+110.5% | $158,922+136.4% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 9.98% | 188.75%-178.8pp | 151.07%-141.1pp | 302.83%-292.8pp |
| Employer contribution / active EE | $9,576 | $5,706+67.8% | $5,011+91.1% | $4,761+101.1% |
| Participant deferral / active EE | $8,387 | $5,954+40.9% | $5,202+61.2% | $5,982+40.2% |
| Admin fee / account holder | $2,950 | $17,074-82.7% | $13,984-78.9% | $11,246-73.8% |