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 | $424,199 | $165,335+156.6% | $149,696+183.4% | $158,922+166.9% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 17.02% | 348.15%-331.1pp | 276.60%-259.6pp | 302.83%-285.8pp |
| Employer contribution / active EE | $2,859 | $5,103-44.0% | $4,644-38.4% | $4,761-40.0% |
| Participant deferral / active EE | $7,520 | $7,181+4.7% | $6,842+9.9% | $5,982+25.7% |
| Admin fee / account holder | $7,538 | $10,807-30.2% | $9,309-19.0% | $11,246-33.0% |