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 | $476,480 | $165,335+188.2% | $149,696+218.3% | $158,922+199.8% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 18.57% | 348.15%-329.6pp | 276.60%-258.0pp | 302.83%-284.3pp |
| Employer contribution / active EE | $8,618 | $5,103+68.9% | $4,644+85.6% | $4,761+81.0% |
| Participant deferral / active EE | $8,588 | $7,181+19.6% | $6,842+25.5% | $5,982+43.6% |
| Admin fee / account holder | $2,181 | $10,807-79.8% | $9,309-76.6% | $11,246-80.6% |