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 | $405,230 | $209,411+93.5% | $178,490+127.0% | $158,922+155.0% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 7.22% | 188.75%-181.5pp | 151.07%-143.9pp | 302.83%-295.6pp |
| Employer contribution / active EE | $4,421 | $5,706-22.5% | $5,011-11.8% | $4,761-7.1% |
| Participant deferral / active EE | $7,429 | $5,954+24.8% | $5,202+42.8% | $5,982+24.2% |
| Admin fee / account holder | $2,641 | $17,074-84.5% | $13,984-81.1% | $11,246-76.5% |