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 | $776,691 | $209,411+270.9% | $178,490+335.1% | $158,922+388.7% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 14.97% | 188.75%-173.8pp | 151.07%-136.1pp | 302.83%-287.9pp |
| Employer contribution / active EE | $5,281 | $5,706-7.5% | $5,011+5.4% | $4,761+10.9% |
| Participant deferral / active EE | $16,848 | $5,954+183.0% | $5,202+223.9% | $5,982+181.6% |
| Admin fee / account holder | $2,483 | $17,074-85.5% | $13,984-82.2% | $11,246-77.9% |