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 | $344,786 | $175,202+96.8% | $149,673+130.4% | $139,434+147.3% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 26.29% | 166.71%-140.4pp | 134.42%-108.1pp | 372.94%-346.6pp |
| Employer contribution / active EE | $1,398 | $5,474-74.5% | $4,818-71.0% | $4,751-70.6% |
| Participant deferral / active EE | $7,025 | $6,519+7.8% | $5,680+23.7% | $6,710+4.7% |
| Admin fee / account holder | $2,996 | $16,150-81.4% | $13,210-77.3% | $11,403-73.7% |