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 | $398,966 | $175,202+127.7% | $149,673+166.6% | $139,434+186.1% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 11.97% | 166.71%-154.7pp | 134.42%-122.4pp | 372.94%-361.0pp |
| Employer contribution / active EE | $1,909 | $5,474-65.1% | $4,818-60.4% | $4,751-59.8% |
| Participant deferral / active EE | $3,172 | $6,519-51.3% | $5,680-44.2% | $6,710-52.7% |
| Admin fee / account holder | $980 | $16,150-93.9% | $13,210-92.6% | $11,403-91.4% |