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 | $371,775 | $232,540+59.9% | $185,117+100.8% | $147,584+151.9% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 82.8%+17.2pp |
| Annual return | 12.17% | 43.03%-30.9pp | 40.50%-28.3pp | 578.55%-566.4pp |
| Employer contribution / active EE | $4,589 | $5,195-11.7% | $4,182+9.8% | $4,876-5.9% |
| Participant deferral / active EE | $9,038 | $5,834+54.9% | $5,045+79.2% | $5,439+66.2% |
| Admin fee / account holder | $5,016 | $10,275-51.2% | $8,159-38.5% | $10,885-53.9% |