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 | $434,222 | $209,411+107.4% | $178,490+143.3% | $158,922+173.2% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 18.61% | 188.75%-170.1pp | 151.07%-132.5pp | 302.83%-284.2pp |
| Employer contribution / active EE | $22,806 | $5,706+299.7% | $5,011+355.1% | $4,761+379.0% |
| Participant deferral / active EE | $18,047 | $5,954+203.1% | $5,202+246.9% | $5,982+201.7% |
| Admin fee / account holder | $4,940 | $17,074-71.1% | $13,984-64.7% | $11,246-56.1% |