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 | $407,647 | $209,411+94.7% | $178,490+128.4% | $158,922+156.5% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 20.41% | 188.75%-168.3pp | 151.07%-130.7pp | 302.83%-282.4pp |
| Employer contribution / active EE | $7,594 | $5,706+33.1% | $5,011+51.6% | $4,761+59.5% |
| Participant deferral / active EE | $11,876 | $5,954+99.5% | $5,202+128.3% | $5,982+98.5% |
| Admin fee / account holder | $22,702 | $17,074+33.0% | $13,984+62.3% | $11,246+101.9% |