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 | $350,771 | $165,335+112.2% | $149,696+134.3% | $158,922+120.7% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 27.71% | 348.15%-320.4pp | 276.60%-248.9pp | 302.83%-275.1pp |
| Employer contribution / active EE | $3,673 | $5,103-28.0% | $4,644-20.9% | $4,761-22.9% |
| Participant deferral / active EE | $8,412 | $7,181+17.1% | $6,842+23.0% | $5,982+40.6% |
| Admin fee / account holder | $12,584 | $10,807+16.5% | $9,309+35.2% | $11,246+11.9% |