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 | $390,894 | $209,411+86.7% | $178,490+119.0% | $158,922+146.0% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 8.47% | 188.75%-180.3pp | 151.07%-142.6pp | 302.83%-294.4pp |
| Employer contribution / active EE | $7,500 | $5,706+31.4% | $5,011+49.7% | $4,761+57.5% |
| Participant deferral / active EE | $13,933 | $5,954+134.0% | $5,202+167.9% | $5,982+132.9% |
| Admin fee / account holder | $45,685 | $17,074+167.6% | $13,984+226.7% | $11,246+306.2% |