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 | $395,607 | $209,411+88.9% | $178,490+121.6% | $158,922+148.9% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 30.44% | 188.75%-158.3pp | 151.07%-120.6pp | 302.83%-272.4pp |
| Employer contribution / active EE | $3,215 | $5,706-43.7% | $5,011-35.8% | $4,761-32.5% |
| Participant deferral / active EE | $8,441 | $5,954+41.8% | $5,202+62.3% | $5,982+41.1% |
| Admin fee / account holder | $12,333 | $17,074-27.8% | $13,984-11.8% | $11,246+9.7% |