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 | $418,031 | $157,256+165.8% | $141,162+196.1% | $152,861+173.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 23.80% | 64.32%-40.5pp | 71.39%-47.6pp | 345.32%-321.5pp |
| Employer contribution / active EE | $5,462 | $5,261+3.8% | $4,735+15.4% | $4,762+14.7% |
| Participant deferral / active EE | $8,168 | $7,109+14.9% | $6,709+21.7% | $5,850+39.6% |
| Admin fee / account holder | $14,115 | $12,120+16.5% | $10,261+37.6% | $11,596+21.7% |