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 | $327,602 | $209,411+56.4% | $178,490+83.5% | $158,922+106.1% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 37.60% | 188.75%-151.1pp | 151.07%-113.5pp | 302.83%-265.2pp |
| Employer contribution / active EE | $6,467 | $5,706+13.3% | $5,011+29.1% | $4,761+35.8% |
| Participant deferral / active EE | $4,784 | $5,954-19.7% | $5,202-8.0% | $5,982-20.0% |
| Admin fee / account holder | $9,778 | $17,074-42.7% | $13,984-30.1% | $11,246-13.1% |