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 | $441,469 | $166,020+165.9% | $164,866+167.8% | $145,959+202.5% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 18.81% | 100.08%-81.3pp | 69.97%-51.2pp | 561.95%-543.1pp |
| Employer contribution / active EE | $3,220 | $5,275-39.0% | $4,343-25.9% | $4,661-30.9% |
| Participant deferral / active EE | $20,958 | $6,961+201.1% | $6,033+247.4% | $6,689+213.3% |
| Admin fee / account holder | $36,322 | $16,644+118.2% | $12,689+186.2% | $13,398+171.1% |