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 | $437,277 | $209,411+108.8% | $178,490+145.0% | $158,922+175.2% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 12.95% | 188.75%-175.8pp | 151.07%-138.1pp | 302.83%-289.9pp |
| Employer contribution / active EE | $23,708 | $5,706+315.5% | $5,011+373.2% | $4,761+398.0% |
| Participant deferral / active EE | $17,713 | $5,954+197.5% | $5,202+240.5% | $5,982+196.1% |
| Admin fee / account holder | $6,664 | $17,074-61.0% | $13,984-52.3% | $11,246-40.7% |