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 | $285,894 | $165,335+72.9% | $149,696+91.0% | $158,922+79.9% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 21.50% | 348.15%-326.6pp | 276.60%-255.1pp | 302.83%-281.3pp |
| Employer contribution / active EE | $2,670 | $5,103-47.7% | $4,644-42.5% | $4,761-43.9% |
| Participant deferral / active EE | $25,213 | $7,181+251.1% | $6,842+268.5% | $5,982+321.5% |
| Admin fee / account holder | $1,560 | $10,807-85.6% | $9,309-83.2% | $11,246-86.1% |