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 | $343,369 | $209,411+64.0% | $178,490+92.4% | $158,922+116.1% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 30.60% | 188.75%-158.1pp | 151.07%-120.5pp | 302.83%-272.2pp |
| Employer contribution / active EE | $7,520 | $5,706+31.8% | $5,011+50.1% | $4,761+57.9% |
| Participant deferral / active EE | $17,693 | $5,954+197.1% | $5,202+240.1% | $5,982+195.8% |
| Admin fee / account holder | $2,508 | $17,074-85.3% | $13,984-82.1% | $11,246-77.7% |