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 | $305,819 | $202,432+51.1% | $169,368+80.6% | $139,434+119.3% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 14.93% | 531.74%-516.8pp | 405.60%-390.7pp | 372.94%-358.0pp |
| Employer contribution / active EE | $6,053 | $4,692+29.0% | $4,013+50.8% | $4,751+27.4% |
| Participant deferral / active EE | $12,503 | $6,938+80.2% | $6,221+101.0% | $6,710+86.3% |
| Admin fee / account holder | $5,411 | $10,708-49.5% | $9,003-39.9% | $11,403-52.5% |