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 | $394,590 | $209,411+88.4% | $178,490+121.1% | $158,922+148.3% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 6.94% | 188.75%-181.8pp | 151.07%-144.1pp | 302.83%-295.9pp |
| Employer contribution / active EE | $11,570 | $5,706+102.8% | $5,011+130.9% | $4,761+143.0% |
| Participant deferral / active EE | $7,244 | $5,954+21.7% | $5,202+39.3% | $5,982+21.1% |
| Admin fee / account holder | $3,390 | $17,074-80.1% | $13,984-75.8% | $11,246-69.9% |