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 | $388,702 | $209,411+85.6% | $178,490+117.8% | $158,922+144.6% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 14.68% | 188.75%-174.1pp | 151.07%-136.4pp | 302.83%-288.1pp |
| Employer contribution / active EE | $11,720 | $5,706+105.4% | $5,011+133.9% | $4,761+146.2% |
| Participant deferral / active EE | $10,547 | $5,954+77.1% | $5,202+102.8% | $5,982+76.3% |
| Admin fee / account holder | $2,966 | $17,074-82.6% | $13,984-78.8% | $11,246-73.6% |