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 | $467,548 | $209,411+123.3% | $178,490+161.9% | $158,922+194.2% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 8.01% | 188.75%-180.7pp | 151.07%-143.1pp | 302.83%-294.8pp |
| Employer contribution / active EE | $2,637 | $5,706-53.8% | $5,011-47.4% | $4,761-44.6% |
| Participant deferral / active EE | $17,989 | $5,954+202.1% | $5,202+245.8% | $5,982+200.7% |
| Admin fee / account holder | $6,658 | $17,074-61.0% | $13,984-52.4% | $11,246-40.8% |