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 | $369,946 | $209,411+76.7% | $178,490+107.3% | $158,922+132.8% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 9.68% | 188.75%-179.1pp | 151.07%-141.4pp | 302.83%-293.1pp |
| Employer contribution / active EE | $16,800 | $5,706+194.4% | $5,011+235.3% | $4,761+252.9% |
| Participant deferral / active EE | $17,451 | $5,954+193.1% | $5,202+235.5% | $5,982+191.7% |
| Admin fee / account holder | $1,398 | $17,074-91.8% | $13,984-90.0% | $11,246-87.6% |