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 | $376,086 | $232,540+61.7% | $185,117+103.2% | $147,584+154.8% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 82.8%+17.2pp |
| Annual return | 7.65% | 43.03%-35.4pp | 40.50%-32.8pp | 578.55%-570.9pp |
| Employer contribution / active EE | $5,175 | $5,195-0.4% | $4,182+23.7% | $4,876+6.1% |
| Participant deferral / active EE | $10,916 | $5,834+87.1% | $5,045+116.4% | $5,439+100.7% |
| Admin fee / account holder | $18,408 | $10,275+79.1% | $8,159+125.6% | $10,885+69.1% |