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 | $543,473 | $209,411+159.5% | $178,490+204.5% | $158,922+242.0% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 7.34% | 188.75%-181.4pp | 151.07%-143.7pp | 302.83%-295.5pp |
| Employer contribution / active EE | $8,982 | $5,706+57.4% | $5,011+79.3% | $4,761+88.7% |
| Participant deferral / active EE | $7,427 | $5,954+24.7% | $5,202+42.8% | $5,982+24.2% |
| Admin fee / account holder | $9,605 | $17,074-43.7% | $13,984-31.3% | $11,246-14.6% |