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 | $396,342 | $209,411+89.3% | $178,490+122.1% | $158,922+149.4% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 10.78% | 188.75%-178.0pp | 151.07%-140.3pp | 302.83%-292.0pp |
| Employer contribution / active EE | $2,504 | $5,706-56.1% | $5,011-50.0% | $4,761-47.4% |
| Participant deferral / active EE | $6,426 | $5,954+7.9% | $5,202+23.5% | $5,982+7.4% |
| Admin fee / account holder | $10,083 | $17,074-40.9% | $13,984-27.9% | $11,246-10.3% |