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 | $399,325 | $209,411+90.7% | $178,490+123.7% | $158,922+151.3% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 14.75% | 188.75%-174.0pp | 151.07%-136.3pp | 302.83%-288.1pp |
| Employer contribution / active EE | $16,062 | $5,706+181.5% | $5,011+220.6% | $4,761+237.4% |
| Participant deferral / active EE | $22,931 | $5,954+285.1% | $5,202+340.8% | $5,982+283.3% |
| Admin fee / account holder | $5,419 | $17,074-68.3% | $13,984-61.2% | $11,246-51.8% |