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 | $304,747 | $165,335+84.3% | $149,696+103.6% | $158,922+91.8% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 12.07% | 348.15%-336.1pp | 276.60%-264.5pp | 302.83%-290.8pp |
| Employer contribution / active EE | $3,840 | $5,103-24.7% | $4,644-17.3% | $4,761-19.3% |
| Participant deferral / active EE | $6,113 | $7,181-14.9% | $6,842-10.7% | $5,982+2.2% |
| Admin fee / account holder | $1,074 | $10,807-90.1% | $9,309-88.5% | $11,246-90.5% |