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 | $384,414 | $176,056+118.3% | $159,436+141.1% | $167,490+129.5% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 13.53% | 331.75%-318.2pp | 263.57%-250.0pp | 478.56%-465.0pp |
| Employer contribution / active EE | $4,408 | $5,297-16.8% | $4,829-8.7% | $4,837-8.9% |
| Participant deferral / active EE | $14,214 | $7,750+83.4% | $7,352+93.3% | $6,341+124.2% |
| Admin fee / account holder | $6,532 | $12,554-48.0% | $10,799-39.5% | $12,309-46.9% |