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 | $423,096 | $180,449+134.5% | $154,107+174.5% | $135,375+212.5% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | 7.08% | 888.09%-881.0pp | 735.12%-728.0pp | 519.73%-512.7pp |
| Employer contribution / active EE | $5,469 | $6,035-9.4% | $5,298+3.2% | $4,779+14.4% |
| Participant deferral / active EE | $3,859 | $5,806-33.5% | $5,081-24.0% | $5,609-31.2% |
| Admin fee / account holder | $54,252 | $16,143+236.1% | $13,411+304.5% | $10,827+401.1% |