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 | $412,954 | $165,335+149.8% | $149,696+175.9% | $158,922+159.8% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 13.93% | 348.15%-334.2pp | 276.60%-262.7pp | 302.83%-288.9pp |
| Employer contribution / active EE | $3,966 | $5,103-22.3% | $4,644-14.6% | $4,761-16.7% |
| Participant deferral / active EE | $9,233 | $7,181+28.6% | $6,842+35.0% | $5,982+54.3% |
| Admin fee / account holder | $14,227 | $10,807+31.7% | $9,309+52.8% | $11,246+26.5% |