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 | $308,074 | $165,335+86.3% | $149,696+105.8% | $158,922+93.9% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 22.64% | 348.15%-325.5pp | 276.60%-254.0pp | 302.83%-280.2pp |
| Employer contribution / active EE | $3,755 | $5,103-26.4% | $4,644-19.1% | $4,761-21.1% |
| Participant deferral / active EE | $10,475 | $7,181+45.9% | $6,842+53.1% | $5,982+75.1% |
| Admin fee / account holder | $2,040 | $10,807-81.1% | $9,309-78.1% | $11,246-81.9% |