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 | $367,249 | $154,228+138.1% | $145,433+152.5% | $137,256+167.6% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 18.52% | 74.59%-56.1pp | 66.58%-48.1pp | 220.34%-201.8pp |
| Employer contribution / active EE | $7,533 | $4,804+56.8% | $4,554+65.4% | $4,156+81.3% |
| Participant deferral / active EE | $22,508 | $8,216+173.9% | $7,897+185.0% | $6,407+251.3% |
| Admin fee / account holder | $343 | $14,344-97.6% | $13,129-97.4% | $12,270-97.2% |