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 | $565,085 | $209,411+169.8% | $178,490+216.6% | $158,922+255.6% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 11.38% | 188.75%-177.4pp | 151.07%-139.7pp | 302.83%-291.4pp |
| Employer contribution / active EE | $8,149 | $5,706+42.8% | $5,011+62.6% | $4,761+71.2% |
| Participant deferral / active EE | $5,797 | $5,954-2.6% | $5,202+11.4% | $5,982-3.1% |
| Admin fee / account holder | $14,291 | $17,074-16.3% | $13,984+2.2% | $11,246+27.1% |