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 | $387,707 | $165,335+134.5% | $149,696+159.0% | $158,922+144.0% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 16.53% | 348.15%-331.6pp | 276.60%-260.1pp | 302.83%-286.3pp |
| Employer contribution / active EE | $5,904 | $5,103+15.7% | $4,644+27.1% | $4,761+24.0% |
| Participant deferral / active EE | $8,625 | $7,181+20.1% | $6,842+26.1% | $5,982+44.2% |
| Admin fee / account holder | $3,065 | $10,807-71.6% | $9,309-67.1% | $11,246-72.7% |