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 | $389,669 | $114,381+240.7% | $107,525+262.4% | $142,382+173.7% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 13.40% | 242.71%-229.3pp | 181.32%-167.9pp | 217.08%-203.7pp |
| Employer contribution / active EE | $4,463 | $4,015+11.2% | $3,754+18.9% | $4,299+3.8% |
| Participant deferral / active EE | $9,192 | $5,564+65.2% | $5,116+79.7% | $6,507+41.3% |
| Admin fee / account holder | $11,522 | $9,860+16.9% | $8,919+29.2% | $12,624-8.7% |