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 | $518,886 | $209,411+147.8% | $178,490+190.7% | $158,922+226.5% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 13.12% | 188.75%-175.6pp | 151.07%-138.0pp | 302.83%-289.7pp |
| Employer contribution / active EE | $4,547 | $5,706-20.3% | $5,011-9.3% | $4,761-4.5% |
| Participant deferral / active EE | $13,170 | $5,954+121.2% | $5,202+153.2% | $5,982+120.2% |
| Admin fee / account holder | $4,637 | $17,074-72.8% | $13,984-66.8% | $11,246-58.8% |