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 | $354,794 | $209,411+69.4% | $178,490+98.8% | $158,922+123.3% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 13.55% | 188.75%-175.2pp | 151.07%-137.5pp | 302.83%-289.3pp |
| Employer contribution / active EE | $2,951 | $5,706-48.3% | $5,011-41.1% | $4,761-38.0% |
| Participant deferral / active EE | $4,956 | $5,954-16.8% | $5,202-4.7% | $5,982-17.2% |
| Admin fee / account holder | $1,255 | $17,074-92.7% | $13,984-91.0% | $11,246-88.8% |