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 | $301,203 | $165,335+82.2% | $149,696+101.2% | $158,922+89.5% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 20.82% | 348.15%-327.3pp | 276.60%-255.8pp | 302.83%-282.0pp |
| Employer contribution / active EE | $1,242 | $5,103-75.7% | $4,644-73.3% | $4,761-73.9% |
| Participant deferral / active EE | $13,736 | $7,181+91.3% | $6,842+100.8% | $5,982+129.6% |
| Admin fee / account holder | $26,220 | $10,807+142.6% | $9,309+181.7% | $11,246+133.2% |