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 | $336,433 | $209,411+60.7% | $178,490+88.5% | $158,922+111.7% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 10.99% | 188.75%-177.8pp | 151.07%-140.1pp | 302.83%-291.8pp |
| Employer contribution / active EE | $8,110 | $5,706+42.1% | $5,011+61.9% | $4,761+70.3% |
| Participant deferral / active EE | $4,746 | $5,954-20.3% | $5,202-8.8% | $5,982-20.7% |
| Admin fee / account holder | $1,949 | $17,074-88.6% | $13,984-86.1% | $11,246-82.7% |