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 | $405,011 | $209,411+93.4% | $178,490+126.9% | $158,922+154.8% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 11.73% | 188.75%-177.0pp | 151.07%-139.3pp | 302.83%-291.1pp |
| Employer contribution / active EE | $13,359 | $5,706+134.1% | $5,011+166.6% | $4,761+180.6% |
| Participant deferral / active EE | $10,068 | $5,954+69.1% | $5,202+93.5% | $5,982+68.3% |
| Admin fee / account holder | $8,409 | $17,074-50.8% | $13,984-39.9% | $11,246-25.2% |