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 | $327,804 | $165,335+98.3% | $149,696+119.0% | $158,922+106.3% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 11.82% | 348.15%-336.3pp | 276.60%-264.8pp | 302.83%-291.0pp |
| Employer contribution / active EE | $12,664 | $5,103+148.2% | $4,644+172.7% | $4,761+166.0% |
| Participant deferral / active EE | $12,769 | $7,181+77.8% | $6,842+86.6% | $5,982+113.5% |
| Admin fee / account holder | $20,135 | $10,807+86.3% | $9,309+116.3% | $11,246+79.0% |