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 | $356,464 | $209,411+70.2% | $178,490+99.7% | $158,922+124.3% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 13.75% | 188.75%-175.0pp | 151.07%-137.3pp | 302.83%-289.1pp |
| Employer contribution / active EE | $5,753 | $5,706+0.8% | $5,011+14.8% | $4,761+20.8% |
| Participant deferral / active EE | $5,695 | $5,954-4.4% | $5,202+9.5% | $5,982-4.8% |
| Admin fee / account holder | $13,084 | $17,074-23.4% | $13,984-6.4% | $11,246+16.4% |