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 | $366,438 | $214,378+70.9% | $200,582+82.7% | $142,382+157.4% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 22.05% | 46.41%-24.4pp | 42.33%-20.3pp | 217.08%-195.0pp |
| Employer contribution / active EE | $13,084 | $6,841+91.2% | $6,419+103.8% | $4,299+204.3% |
| Participant deferral / active EE | $19,133 | $9,865+93.9% | $9,331+105.0% | $6,507+194.0% |
| Admin fee / account holder | $333 | $17,692-98.1% | $16,305-98.0% | $12,624-97.4% |