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 | $352,111 | $209,411+68.1% | $178,490+97.3% | $158,922+121.6% |
| Participation rate | 70.0% | 86.3%-16.3pp | 81.9%-11.9pp | 82.0%-12.0pp |
| Annual return | 16.00% | 188.75%-172.7pp | 151.07%-135.1pp | 302.83%-286.8pp |
| Employer contribution / active EE | $14,655 | $5,706+156.8% | $5,011+192.5% | $4,761+207.8% |
| Participant deferral / active EE | $9,832 | $5,954+65.1% | $5,202+89.0% | $5,982+64.4% |
| Admin fee / account holder | $2,610 | $17,074-84.7% | $13,984-81.3% | $11,246-76.8% |