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 | $456,831 | $209,411+118.2% | $178,490+155.9% | $158,922+187.5% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 7.38% | 188.75%-181.4pp | 151.07%-143.7pp | 302.83%-295.4pp |
| Employer contribution / active EE | $3,754 | $5,706-34.2% | $5,011-25.1% | $4,761-21.2% |
| Participant deferral / active EE | $8,613 | $5,954+44.6% | $5,202+65.6% | $5,982+44.0% |
| Admin fee / account holder | $31,953 | $17,074+87.1% | $13,984+128.5% | $11,246+184.1% |