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 | $474,965 | $154,228+208.0% | $145,433+226.6% | $137,256+246.0% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 15.37% | 74.59%-59.2pp | 66.58%-51.2pp | 220.34%-205.0pp |
| Employer contribution / active EE | $21,830 | $4,804+354.4% | $4,554+379.3% | $4,156+425.3% |
| Participant deferral / active EE | $22,007 | $8,216+167.8% | $7,897+178.7% | $6,407+243.5% |
| Admin fee / account holder | $9,637 | $14,344-32.8% | $13,129-26.6% | $12,270-21.5% |