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 | $400,683 | $165,335+142.3% | $149,696+167.7% | $158,922+152.1% |
| Participation rate | 90.0% | 84.6%+5.4pp | 82.5%+7.5pp | 82.0%+8.0pp |
| Annual return | 15.91% | 348.15%-332.2pp | 276.60%-260.7pp | 302.83%-286.9pp |
| Employer contribution / active EE | $6,105 | $5,103+19.6% | $4,644+31.5% | $4,761+28.2% |
| Participant deferral / active EE | $8,878 | $7,181+23.6% | $6,842+29.8% | $5,982+48.4% |
| Admin fee / account holder | $77,884 | $10,807+620.7% | $9,309+736.7% | $11,246+592.6% |