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 | $390,808 | $165,335+136.4% | $149,696+161.1% | $158,922+145.9% |
| Participation rate | 80.0% | 84.6%-4.6pp | 82.5%-2.5pp | 82.0%-2.0pp |
| Annual return | 18.05% | 348.15%-330.1pp | 276.60%-258.6pp | 302.83%-284.8pp |
| Employer contribution / active EE | $19,173 | $5,103+275.7% | $4,644+312.8% | $4,761+302.7% |
| Participant deferral / active EE | $9,665 | $7,181+34.6% | $6,842+41.3% | $5,982+61.6% |
| Admin fee / account holder | $13,123 | $10,807+21.4% | $9,309+41.0% | $11,246+16.7% |