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 | $358,111 | $209,411+71.0% | $178,490+100.6% | $158,922+125.3% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 11.68% | 188.75%-177.1pp | 151.07%-139.4pp | 302.83%-291.1pp |
| Employer contribution / active EE | $2,250 | $5,706-60.6% | $5,011-55.1% | $4,761-52.8% |
| Participant deferral / active EE | $5,915 | $5,954-0.7% | $5,202+13.7% | $5,982-1.1% |
| Admin fee / account holder | $2,442 | $17,074-85.7% | $13,984-82.5% | $11,246-78.3% |