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 | $557,981 | $209,411+166.5% | $178,490+212.6% | $158,922+251.1% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 18.56% | 188.75%-170.2pp | 151.07%-132.5pp | 302.83%-284.3pp |
| Employer contribution / active EE | $9,810 | $5,706+71.9% | $5,011+95.8% | $4,761+106.0% |
| Participant deferral / active EE | $14,369 | $5,954+141.3% | $5,202+176.2% | $5,982+140.2% |
| Admin fee / account holder | $6,120 | $17,074-64.2% | $13,984-56.2% | $11,246-45.6% |