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 | $410,217 | $165,335+148.1% | $149,696+174.0% | $158,922+158.1% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 16.07% | 348.15%-332.1pp | 276.60%-260.5pp | 302.83%-286.8pp |
| Employer contribution / active EE | $5,265 | $5,103+3.2% | $4,644+13.4% | $4,761+10.6% |
| Participant deferral / active EE | $10,950 | $7,181+52.5% | $6,842+60.0% | $5,982+83.0% |
| Admin fee / account holder | $1,825 | $10,807-83.1% | $9,309-80.4% | $11,246-83.8% |