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 | $468,412 | $165,335+183.3% | $149,696+212.9% | $158,922+194.7% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 13.59% | 348.15%-334.6pp | 276.60%-263.0pp | 302.83%-289.2pp |
| Employer contribution / active EE | $7,386 | $5,103+44.7% | $4,644+59.0% | $4,761+55.1% |
| Participant deferral / active EE | $15,434 | $7,181+114.9% | $6,842+125.6% | $5,982+158.0% |
| Admin fee / account holder | $2,804 | $10,807-74.0% | $9,309-69.9% | $11,246-75.1% |