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 | $350,632 | $161,352+117.3% | $134,172+161.3% | $137,256+155.5% |
| Participation rate | 100.0% | 78.3%+21.7pp | 72.5%+27.5pp | 80.0%+20.0pp |
| Annual return | 74.81% | 28.72%+46.1pp | 25.30%+49.5pp | 220.34%-145.5pp |
| Employer contribution / active EE | $6,038 | $4,099+47.3% | $3,420+76.5% | $4,156+45.3% |
| Participant deferral / active EE | $3,917 | $5,552-29.5% | $4,690-16.5% | $6,407-38.9% |
| Admin fee / account holder | $1,733 | $15,028-88.5% | $12,016-85.6% | $12,270-85.9% |