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 | $323,107 | $209,411+54.3% | $178,490+81.0% | $158,922+103.3% |
| Participation rate | 78.6% | 86.3%-7.8pp | 81.9%-3.4pp | 82.0%-3.4pp |
| Annual return | 16.94% | 188.75%-171.8pp | 151.07%-134.1pp | 302.83%-285.9pp |
| Employer contribution / active EE | $1,987 | $5,706-65.2% | $5,011-60.3% | $4,761-58.3% |
| Participant deferral / active EE | $9,550 | $5,954+60.4% | $5,202+83.6% | $5,982+59.6% |
| Admin fee / account holder | $2,230 | $17,074-86.9% | $13,984-84.1% | $11,246-80.2% |