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 | $388,098 | $209,411+85.3% | $178,490+117.4% | $158,922+144.2% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 14.42% | 188.75%-174.3pp | 151.07%-136.7pp | 302.83%-288.4pp |
| Employer contribution / active EE | $13,369 | $5,706+134.3% | $5,011+166.8% | $4,761+180.8% |
| Participant deferral / active EE | $5,553 | $5,954-6.7% | $5,202+6.8% | $5,982-7.2% |
| Admin fee / account holder | $9,321 | $17,074-45.4% | $13,984-33.3% | $11,246-17.1% |