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 | $382,726 | $209,411+82.8% | $178,490+114.4% | $158,922+140.8% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 6.34% | 188.75%-182.4pp | 151.07%-144.7pp | 302.83%-296.5pp |
| Employer contribution / active EE | $11,834 | $5,706+107.4% | $5,011+136.2% | $4,761+148.6% |
| Participant deferral / active EE | $8,981 | $5,954+50.8% | $5,202+72.7% | $5,982+50.1% |
| Admin fee / account holder | $1,624 | $17,074-90.5% | $13,984-88.4% | $11,246-85.6% |