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 | $257,141 | $209,411+22.8% | $178,490+44.1% | $158,922+61.8% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 7.99% | 188.75%-180.8pp | 151.07%-143.1pp | 302.83%-294.8pp |
| Employer contribution / active EE | $14,139 | $5,706+147.8% | $5,011+182.2% | $4,761+197.0% |
| Participant deferral / active EE | $8,921 | $5,954+49.8% | $5,202+71.5% | $5,982+49.1% |
| Admin fee / account holder | $3,064 | $17,074-82.1% | $13,984-78.1% | $11,246-72.8% |