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 | $388,605 | $209,411+85.6% | $178,490+117.7% | $158,922+144.5% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 15.57% | 188.75%-173.2pp | 151.07%-135.5pp | 302.83%-287.3pp |
| Employer contribution / active EE | $4,971 | $5,706-12.9% | $5,011-0.8% | $4,761+4.4% |
| Participant deferral / active EE | $7,576 | $5,954+27.2% | $5,202+45.6% | $5,982+26.6% |
| Admin fee / account holder | $39,575 | $17,074+131.8% | $13,984+183.0% | $11,246+251.9% |