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 | $533,584 | $209,411+154.8% | $178,490+198.9% | $158,922+235.8% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 26.39% | 188.75%-162.4pp | 151.07%-124.7pp | 302.83%-276.4pp |
| Employer contribution / active EE | $13,535 | $5,706+137.2% | $5,011+170.1% | $4,761+184.3% |
| Participant deferral / active EE | $3,662 | $5,954-38.5% | $5,202-29.6% | $5,982-38.8% |
| Admin fee / account holder | $14,123 | $17,074-17.3% | $13,984+1.0% | $11,246+25.6% |