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 | $456,121 | $133,922+240.6% | $116,228+292.4% | $142,382+220.3% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.6%+25.4pp | 80.1%+19.9pp |
| Annual return | 14.60% | 147.76%-133.2pp | 90.06%-75.5pp | 217.08%-202.5pp |
| Employer contribution / active EE | $3,427 | $3,446-0.5% | $2,994+14.4% | $4,299-20.3% |
| Participant deferral / active EE | $9,365 | $5,672+65.1% | $4,953+89.1% | $6,507+43.9% |
| Admin fee / account holder | $20,830 | $14,945+39.4% | $11,989+73.7% | $12,624+65.0% |