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 | $253,698 | $160,055+58.5% | $140,016+81.2% | $135,375+87.4% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | 20.00% | 911.38%-891.4pp | 651.12%-631.1pp | 519.73%-499.7pp |
| Employer contribution / active EE | $5,248 | $6,420-18.3% | $5,606-6.4% | $4,779+9.8% |
| Participant deferral / active EE | $13,738 | $7,642+79.8% | $6,927+98.3% | $5,609+144.9% |
| Admin fee / account holder | $30,213 | $13,328+126.7% | $10,705+182.2% | $10,827+179.1% |