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 | $373,766 | $209,411+78.5% | $178,490+109.4% | $158,922+135.2% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 19.81% | 188.75%-168.9pp | 151.07%-131.3pp | 302.83%-283.0pp |
| Employer contribution / active EE | $3,357 | $5,706-41.2% | $5,011-33.0% | $4,761-29.5% |
| Participant deferral / active EE | $14,067 | $5,954+136.2% | $5,202+170.4% | $5,982+135.1% |
| Admin fee / account holder | $22,932 | $17,074+34.3% | $13,984+64.0% | $11,246+103.9% |