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 | $390,016 | $209,411+86.2% | $178,490+118.5% | $158,922+145.4% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 27.17% | 188.75%-161.6pp | 151.07%-123.9pp | 302.83%-275.7pp |
| Employer contribution / active EE | $2,786 | $5,706-51.2% | $5,011-44.4% | $4,761-41.5% |
| Participant deferral / active EE | $6,485 | $5,954+8.9% | $5,202+24.7% | $5,982+8.4% |
| Admin fee / account holder | $6,686 | $17,074-60.8% | $13,984-52.2% | $11,246-40.5% |