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 | $364,676 | $165,335+120.6% | $149,696+143.6% | $158,922+129.5% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 17.39% | 348.15%-330.8pp | 276.60%-259.2pp | 302.83%-285.4pp |
| Employer contribution / active EE | $3,450 | $5,103-32.4% | $4,644-25.7% | $4,761-27.5% |
| Participant deferral / active EE | $7,470 | $7,181+4.0% | $6,842+9.2% | $5,982+24.9% |
| Admin fee / account holder | $10,167 | $10,807-5.9% | $9,309+9.2% | $11,246-9.6% |