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 | $463,792 | $209,411+121.5% | $178,490+159.8% | $158,922+191.8% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 24.34% | 188.75%-164.4pp | 151.07%-126.7pp | 302.83%-278.5pp |
| Employer contribution / active EE | $3,450 | $5,706-39.5% | $5,011-31.2% | $4,761-27.5% |
| Participant deferral / active EE | $4,290 | $5,954-28.0% | $5,202-17.5% | $5,982-28.3% |
| Admin fee / account holder | $3,489 | $17,074-79.6% | $13,984-75.0% | $11,246-69.0% |