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 | $449,272 | $209,411+114.5% | $178,490+151.7% | $158,922+182.7% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 13.19% | 188.75%-175.6pp | 151.07%-137.9pp | 302.83%-289.6pp |
| Employer contribution / active EE | $11,642 | $5,706+104.0% | $5,011+132.4% | $4,761+144.5% |
| Participant deferral / active EE | $28,420 | $5,954+377.3% | $5,202+446.4% | $5,982+375.1% |
| Admin fee / account holder | $73,761 | $17,074+332.0% | $13,984+427.5% | $11,246+555.9% |