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 | $352,838 | $165,335+113.4% | $149,696+135.7% | $158,922+122.0% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 30.94% | 348.15%-317.2pp | 276.60%-245.7pp | 302.83%-271.9pp |
| Employer contribution / active EE | $1,874 | $5,103-63.3% | $4,644-59.7% | $4,761-60.6% |
| Participant deferral / active EE | $20,800 | $7,181+189.6% | $6,842+204.0% | $5,982+247.7% |
| Admin fee / account holder | $2,130 | $10,807-80.3% | $9,309-77.1% | $11,246-81.1% |