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 | $369,930 | $209,411+76.7% | $178,490+107.3% | $158,922+132.8% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 7.50% | 188.75%-181.2pp | 151.07%-143.6pp | 302.83%-295.3pp |
| Employer contribution / active EE | $9,451 | $5,706+65.6% | $5,011+88.6% | $4,761+98.5% |
| Participant deferral / active EE | $9,296 | $5,954+56.1% | $5,202+78.7% | $5,982+55.4% |
| Admin fee / account holder | $2,582 | $17,074-84.9% | $13,984-81.5% | $11,246-77.0% |