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 | $418,983 | $165,335+153.4% | $149,696+179.9% | $158,922+163.6% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 9.49% | 348.15%-338.7pp | 276.60%-267.1pp | 302.83%-293.3pp |
| Employer contribution / active EE | $6,910 | $5,103+35.4% | $4,644+48.8% | $4,761+45.1% |
| Participant deferral / active EE | $10,305 | $7,181+43.5% | $6,842+50.6% | $5,982+72.3% |
| Admin fee / account holder | $7,436 | $10,807-31.2% | $9,309-20.1% | $11,246-33.9% |