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 | $488,588 | $209,411+133.3% | $178,490+173.7% | $158,922+207.4% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 24.98% | 188.75%-163.8pp | 151.07%-126.1pp | 302.83%-277.8pp |
| Employer contribution / active EE | $15,110 | $5,706+164.8% | $5,011+201.6% | $4,761+217.4% |
| Participant deferral / active EE | $8,667 | $5,954+45.6% | $5,202+66.6% | $5,982+44.9% |
| Admin fee / account holder | $5,937 | $17,074-65.2% | $13,984-57.5% | $11,246-47.2% |