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 | $387,557 | $176,056+120.1% | $159,436+143.1% | $167,490+131.4% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 13.60% | 331.75%-318.2pp | 263.57%-250.0pp | 478.56%-465.0pp |
| Employer contribution / active EE | $4,888 | $5,297-7.7% | $4,829+1.2% | $4,837+1.0% |
| Participant deferral / active EE | $11,750 | $7,750+51.6% | $7,352+59.8% | $6,341+85.3% |
| Admin fee / account holder | $9,362 | $12,554-25.4% | $10,799-13.3% | $12,309-23.9% |