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 | $364,998 | $175,202+108.3% | $149,673+143.9% | $139,434+161.8% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 15.38% | 166.71%-151.3pp | 134.42%-119.0pp | 372.94%-357.6pp |
| Employer contribution / active EE | $5,963 | $5,474+8.9% | $4,818+23.8% | $4,751+25.5% |
| Participant deferral / active EE | $10,400 | $6,519+59.5% | $5,680+83.1% | $6,710+55.0% |
| Admin fee / account holder | $3,305 | $16,150-79.5% | $13,210-75.0% | $11,403-71.0% |