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 | $396,452 | $209,411+89.3% | $178,490+122.1% | $158,922+149.5% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 13.35% | 188.75%-175.4pp | 151.07%-137.7pp | 302.83%-289.5pp |
| Employer contribution / active EE | $1,851 | $5,706-67.6% | $5,011-63.1% | $4,761-61.1% |
| Participant deferral / active EE | $13,754 | $5,954+131.0% | $5,202+164.4% | $5,982+129.9% |
| Admin fee / account holder | $51,317 | $17,074+200.6% | $13,984+267.0% | $11,246+356.3% |