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 | $541,412 | $209,411+158.5% | $178,490+203.3% | $158,922+240.7% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 14.68% | 188.75%-174.1pp | 151.07%-136.4pp | 302.83%-288.1pp |
| Employer contribution / active EE | $11,976 | $5,706+109.9% | $5,011+139.0% | $4,761+151.5% |
| Participant deferral / active EE | $9,715 | $5,954+63.2% | $5,202+86.8% | $5,982+62.4% |
| Admin fee / account holder | $12,268 | $17,074-28.2% | $13,984-12.3% | $11,246+9.1% |