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 | $411,560 | $165,335+148.9% | $149,696+174.9% | $158,922+159.0% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 18.74% | 348.15%-329.4pp | 276.60%-257.9pp | 302.83%-284.1pp |
| Employer contribution / active EE | $2,500 | $5,103-51.0% | $4,644-46.2% | $4,761-47.5% |
| Participant deferral / active EE | $2,980 | $7,181-58.5% | $6,842-56.4% | $5,982-50.2% |
| Admin fee / account holder | $3,671 | $10,807-66.0% | $9,309-60.6% | $11,246-67.4% |