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 | $353,046 | $165,335+113.5% | $149,696+135.8% | $158,922+122.2% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 13.21% | 348.15%-334.9pp | 276.60%-263.4pp | 302.83%-289.6pp |
| Employer contribution / active EE | $2,859 | $5,103-44.0% | $4,644-38.4% | $4,761-40.0% |
| Participant deferral / active EE | $11,001 | $7,181+53.2% | $6,842+60.8% | $5,982+83.9% |
| Admin fee / account holder | $64,631 | $10,807+498.1% | $9,309+594.3% | $11,246+474.7% |