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 | $345,412 | $209,411+64.9% | $178,490+93.5% | $158,922+117.3% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 17.18% | 188.75%-171.6pp | 151.07%-133.9pp | 302.83%-285.6pp |
| Employer contribution / active EE | $35,052 | $5,706+514.3% | $5,011+599.6% | $4,761+636.2% |
| Participant deferral / active EE | $20,174 | $5,954+238.8% | $5,202+287.8% | $5,982+237.2% |
| Admin fee / account holder | $32,872 | $17,074+92.5% | $13,984+135.1% | $11,246+192.3% |