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 | $385,218 | $209,411+84.0% | $178,490+115.8% | $158,922+142.4% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 17.80% | 188.75%-171.0pp | 151.07%-133.3pp | 302.83%-285.0pp |
| Employer contribution / active EE | $6,439 | $5,706+12.8% | $5,011+28.5% | $4,761+35.2% |
| Participant deferral / active EE | $3,791 | $5,954-36.3% | $5,202-27.1% | $5,982-36.6% |
| Admin fee / account holder | $866 | $17,074-94.9% | $13,984-93.8% | $11,246-92.3% |