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 | $373,509 | $165,335+125.9% | $149,696+149.5% | $158,922+135.0% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 16.51% | 348.15%-331.6pp | 276.60%-260.1pp | 302.83%-286.3pp |
| Employer contribution / active EE | $3,832 | $5,103-24.9% | $4,644-17.5% | $4,761-19.5% |
| Participant deferral / active EE | $9,560 | $7,181+33.1% | $6,842+39.7% | $5,982+59.8% |
| Admin fee / account holder | $6,874 | $10,807-36.4% | $9,309-26.2% | $11,246-38.9% |