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 | $370,266 | $154,228+140.1% | $145,433+154.6% | $137,256+169.8% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 13.23% | 74.59%-61.4pp | 66.58%-53.4pp | 220.34%-207.1pp |
| Employer contribution / active EE | $5,998 | $4,804+24.8% | $4,554+31.7% | $4,156+44.3% |
| Participant deferral / active EE | $16,680 | $8,216+103.0% | $7,897+111.2% | $6,407+160.3% |
| Admin fee / account holder | $17,556 | $14,344+22.4% | $13,129+33.7% | $12,270+43.1% |