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 | $457,435 | $209,411+118.4% | $178,490+156.3% | $158,922+187.8% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 16.96% | 188.75%-171.8pp | 151.07%-134.1pp | 302.83%-285.9pp |
| Employer contribution / active EE | $9,750 | $5,706+70.9% | $5,011+94.6% | $4,761+104.8% |
| Participant deferral / active EE | $6,396 | $5,954+7.4% | $5,202+23.0% | $5,982+6.9% |
| Admin fee / account holder | $22,780 | $17,074+33.4% | $13,984+62.9% | $11,246+102.6% |