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 | $393,484 | $209,411+87.9% | $178,490+120.5% | $158,922+147.6% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 22.98% | 188.75%-165.8pp | 151.07%-128.1pp | 302.83%-279.8pp |
| Employer contribution / active EE | $1,913 | $5,706-66.5% | $5,011-61.8% | $4,761-59.8% |
| Participant deferral / active EE | $7,269 | $5,954+22.1% | $5,202+39.7% | $5,982+21.5% |
| Admin fee / account holder | $11,207 | $17,074-34.4% | $13,984-19.9% | $11,246-0.3% |