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 | $394,312 | $209,411+88.3% | $178,490+120.9% | $158,922+148.1% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 9.68% | 188.75%-179.1pp | 151.07%-141.4pp | 302.83%-293.1pp |
| Employer contribution / active EE | $3,750 | $5,706-34.3% | $5,011-25.2% | $4,761-21.2% |
| Participant deferral / active EE | $17,767 | $5,954+198.4% | $5,202+241.6% | $5,982+197.0% |
| Admin fee / account holder | $96,296 | $17,074+464.0% | $13,984+588.6% | $11,246+756.3% |