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 6-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 | $527,390 | $209,411+151.8% | $178,490+195.5% | $158,922+231.9% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 29.47% | 188.75%-159.3pp | 151.07%-121.6pp | 302.83%-273.4pp |
| Employer contribution / active EE | $1,249 | $5,706-78.1% | $5,011-75.1% | $4,761-73.8% |
| Participant deferral / active EE | $6,049 | $5,954+1.6% | $5,202+16.3% | $5,982+1.1% |
| Admin fee / account holder | $4,699 | $17,074-72.5% | $13,984-66.4% | $11,246-58.2% |