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 | $480,049 | $209,411+129.2% | $178,490+169.0% | $158,922+202.1% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 17.27% | 188.75%-171.5pp | 151.07%-133.8pp | 302.83%-285.6pp |
| Employer contribution / active EE | $7,449 | $5,706+30.5% | $5,011+48.7% | $4,761+56.4% |
| Participant deferral / active EE | $20,173 | $5,954+238.8% | $5,202+287.8% | $5,982+237.2% |
| Admin fee / account holder | $3,184 | $17,074-81.4% | $13,984-77.2% | $11,246-71.7% |