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 | $453,766 | $197,591+129.6% | $177,821+155.2% | $158,922+185.5% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 12.71% | 58.76%-46.0pp | 48.32%-35.6pp | 302.83%-290.1pp |
| Employer contribution / active EE | $2,686 | $6,697-59.9% | $5,918-54.6% | $4,761-43.6% |
| Participant deferral / active EE | $12,417 | $8,405+47.7% | $7,714+61.0% | $5,982+107.6% |
| Admin fee / account holder | $11,069 | $15,399-28.1% | $12,427-10.9% | $11,246-1.6% |