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 | $848,420 | $209,411+305.1% | $178,490+375.3% | $158,922+433.9% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 111.09% | 188.75%-77.7pp | 151.07%-40.0pp | 302.83%-191.7pp |
| Employer contribution / active EE | $6,630 | $5,706+16.2% | $5,011+32.3% | $4,761+39.3% |
| Participant deferral / active EE | $11,333 | $5,954+90.3% | $5,202+117.9% | $5,982+89.5% |
| Admin fee / account holder | $1,681 | $17,074-90.2% | $13,984-88.0% | $11,246-85.1% |