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 | $305,631 | $152,460+100.5% | $118,746+157.4% | $147,584+107.1% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.3%+21.7pp | 82.8%+17.2pp |
| Annual return | 15.14% | 17.41%-2.3pp | 24.54%-9.4pp | 578.55%-563.4pp |
| Employer contribution / active EE | $5,542 | $5,046+9.8% | $4,193+32.2% | $4,876+13.7% |
| Participant deferral / active EE | $5,180 | $6,212-16.6% | $5,332-2.9% | $5,439-4.8% |
| Admin fee / account holder | $70,173 | $16,953+313.9% | $10,720+554.6% | $10,885+544.7% |