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 | $617,167 | $209,411+194.7% | $178,490+245.8% | $158,922+288.3% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 17.46% | 188.75%-171.3pp | 151.07%-133.6pp | 302.83%-285.4pp |
| Employer contribution / active EE | $4,467 | $5,706-21.7% | $5,011-10.8% | $4,761-6.2% |
| Participant deferral / active EE | $11,667 | $5,954+95.9% | $5,202+124.3% | $5,982+95.0% |
| Admin fee / account holder | $5,504 | $17,074-67.8% | $13,984-60.6% | $11,246-51.1% |