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 | $418,874 | $176,056+137.9% | $159,436+162.7% | $167,490+150.1% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 18.24% | 331.75%-313.5pp | 263.57%-245.3pp | 478.56%-460.3pp |
| Employer contribution / active EE | $5,535 | $5,297+4.5% | $4,829+14.6% | $4,837+14.4% |
| Participant deferral / active EE | $11,866 | $7,750+53.1% | $7,352+61.4% | $6,341+87.1% |
| Admin fee / account holder | $1,404 | $12,554-88.8% | $10,799-87.0% | $12,309-88.6% |