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 | $461,485 | $209,411+120.4% | $178,490+158.5% | $158,922+190.4% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 54.94% | 188.75%-133.8pp | 151.07%-96.1pp | 302.83%-247.9pp |
| Employer contribution / active EE | $28,478 | $5,706+399.1% | $5,011+468.4% | $4,761+498.1% |
| Participant deferral / active EE | $17,211 | $5,954+189.1% | $5,202+230.9% | $5,982+187.7% |
| Admin fee / account holder | $14,698 | $17,074-13.9% | $13,984+5.1% | $11,246+30.7% |