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 | $457,531 | $165,335+176.7% | $149,696+205.6% | $158,922+187.9% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 11.75% | 348.15%-336.4pp | 276.60%-264.9pp | 302.83%-291.1pp |
| Employer contribution / active EE | $10,241 | $5,103+100.7% | $4,644+120.5% | $4,761+115.1% |
| Participant deferral / active EE | $9,540 | $7,181+32.9% | $6,842+39.4% | $5,982+59.5% |
| Admin fee / account holder | $1,896 | $10,807-82.5% | $9,309-79.6% | $11,246-83.1% |