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 | $467,562 | $176,056+165.6% | $159,436+193.3% | $167,490+179.2% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 16.28% | 331.75%-315.5pp | 263.57%-247.3pp | 478.56%-462.3pp |
| Employer contribution / active EE | $6,067 | $5,297+14.5% | $4,829+25.6% | $4,837+25.4% |
| Participant deferral / active EE | $14,125 | $7,750+82.3% | $7,352+92.1% | $6,341+122.8% |
| Admin fee / account holder | $2,649 | $12,554-78.9% | $10,799-75.5% | $12,309-78.5% |