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 | $404,544 | $209,411+93.2% | $178,490+126.6% | $158,922+154.6% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 19.87% | 188.75%-168.9pp | 151.07%-131.2pp | 302.83%-283.0pp |
| Employer contribution / active EE | $8,403 | $5,706+47.2% | $5,011+67.7% | $4,761+76.5% |
| Participant deferral / active EE | $4,150 | $5,954-30.3% | $5,202-20.2% | $5,982-30.6% |
| Admin fee / account holder | $2,779 | $17,074-83.7% | $13,984-80.1% | $11,246-75.3% |