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 | $311,004 | $165,335+88.1% | $149,696+107.8% | $158,922+95.7% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 12.34% | 348.15%-335.8pp | 276.60%-264.3pp | 302.83%-290.5pp |
| Employer contribution / active EE | $4,167 | $5,103-18.3% | $4,644-10.3% | $4,761-12.5% |
| Participant deferral / active EE | $6,266 | $7,181-12.7% | $6,842-8.4% | $5,982+4.7% |
| Admin fee / account holder | $5,617 | $10,807-48.0% | $9,309-39.7% | $11,246-50.1% |