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 | $459,751 | $209,411+119.5% | $178,490+157.6% | $158,922+189.3% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 13.57% | 188.75%-175.2pp | 151.07%-137.5pp | 302.83%-289.3pp |
| Employer contribution / active EE | $5,910 | $5,706+3.6% | $5,011+18.0% | $4,761+24.1% |
| Participant deferral / active EE | $5,873 | $5,954-1.4% | $5,202+12.9% | $5,982-1.8% |
| Admin fee / account holder | $28,524 | $17,074+67.1% | $13,984+104.0% | $11,246+153.6% |