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 | $427,526 | $209,411+104.2% | $178,490+139.5% | $158,922+169.0% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 21.15% | 188.75%-167.6pp | 151.07%-129.9pp | 302.83%-281.7pp |
| Employer contribution / active EE | $9,544 | $5,706+67.2% | $5,011+90.5% | $4,761+100.4% |
| Participant deferral / active EE | $9,844 | $5,954+65.3% | $5,202+89.2% | $5,982+64.6% |
| Admin fee / account holder | $7,791 | $17,074-54.4% | $13,984-44.3% | $11,246-30.7% |