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 | $304,927 | $180,449+69.0% | $154,107+97.9% | $135,375+125.2% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | 1.38% | 888.09%-886.7pp | 735.12%-733.7pp | 519.73%-518.3pp |
| Employer contribution / active EE | $1,506 | $6,035-75.0% | $5,298-71.6% | $4,779-68.5% |
| Participant deferral / active EE | $4,323 | $5,806-25.5% | $5,081-14.9% | $5,609-22.9% |
| Admin fee / account holder | $5,061 | $16,143-68.7% | $13,411-62.3% | $10,827-53.3% |