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 | $347,679 | $165,335+110.3% | $149,696+132.3% | $158,922+118.8% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 13.45% | 348.15%-334.7pp | 276.60%-263.2pp | 302.83%-289.4pp |
| Employer contribution / active EE | $4,925 | $5,103-3.5% | $4,644+6.0% | $4,761+3.4% |
| Participant deferral / active EE | $12,340 | $7,181+71.8% | $6,842+80.4% | $5,982+106.3% |
| Admin fee / account holder | $41,605 | $10,807+285.0% | $9,309+346.9% | $11,246+270.0% |