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 | $333,103 | $209,411+59.1% | $178,490+86.6% | $158,922+109.6% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 14.59% | 188.75%-174.2pp | 151.07%-136.5pp | 302.83%-288.2pp |
| Employer contribution / active EE | $2,404 | $5,706-57.9% | $5,011-52.0% | $4,761-49.5% |
| Participant deferral / active EE | $13,191 | $5,954+121.5% | $5,202+153.6% | $5,982+120.5% |
| Admin fee / account holder | $25,168 | $17,074+47.4% | $13,984+80.0% | $11,246+123.8% |