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 | $532,795 | $209,411+154.4% | $178,490+198.5% | $158,922+235.3% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 15.53% | 188.75%-173.2pp | 151.07%-135.5pp | 302.83%-287.3pp |
| Employer contribution / active EE | $16,006 | $5,706+180.5% | $5,011+219.4% | $4,761+236.2% |
| Participant deferral / active EE | $11,150 | $5,954+87.3% | $5,202+114.4% | $5,982+86.4% |
| Admin fee / account holder | $17,353 | $17,074+1.6% | $13,984+24.1% | $11,246+54.3% |