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 | $468,317 | $209,411+123.6% | $178,490+162.4% | $158,922+194.7% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 20.40% | 188.75%-168.4pp | 151.07%-130.7pp | 302.83%-282.4pp |
| Employer contribution / active EE | $1,759 | $5,706-69.2% | $5,011-64.9% | $4,761-63.0% |
| Participant deferral / active EE | $2,698 | $5,954-54.7% | $5,202-48.1% | $5,982-54.9% |
| Admin fee / account holder | $17,196 | $17,074+0.7% | $13,984+23.0% | $11,246+52.9% |