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 | $399,307 | $209,411+90.7% | $178,490+123.7% | $158,922+151.3% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 15.08% | 188.75%-173.7pp | 151.07%-136.0pp | 302.83%-287.7pp |
| Employer contribution / active EE | $3,997 | $5,706-30.0% | $5,011-20.2% | $4,761-16.1% |
| Participant deferral / active EE | $9,575 | $5,954+60.8% | $5,202+84.1% | $5,982+60.1% |
| Admin fee / account holder | $36,390 | $17,074+113.1% | $13,984+160.2% | $11,246+223.6% |