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 | $527,581 | $157,256+235.5% | $141,162+273.7% | $152,861+245.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 26.37% | 64.32%-38.0pp | 71.39%-45.0pp | 345.32%-319.0pp |
| Employer contribution / active EE | $3,241 | $5,261-38.4% | $4,735-31.5% | $4,762-31.9% |
| Participant deferral / active EE | $17,212 | $7,109+142.1% | $6,709+156.6% | $5,850+194.2% |
| Admin fee / account holder | $10,804 | $12,120-10.9% | $10,261+5.3% | $11,596-6.8% |