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 | $781,657 | $209,411+273.3% | $178,490+337.9% | $158,922+391.8% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 17.61% | 188.75%-171.1pp | 151.07%-133.5pp | 302.83%-285.2pp |
| Employer contribution / active EE | $24,030 | $5,706+321.1% | $5,011+379.6% | $4,761+404.7% |
| Participant deferral / active EE | $14,698 | $5,954+146.8% | $5,202+182.6% | $5,982+145.7% |
| Admin fee / account holder | $4,716 | $17,074-72.4% | $13,984-66.3% | $11,246-58.1% |