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 | $361,292 | $154,228+134.3% | $145,433+148.4% | $137,256+163.2% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 14.41% | 74.59%-60.2pp | 66.58%-52.2pp | 220.34%-205.9pp |
| Employer contribution / active EE | $6,333 | $4,804+31.8% | $4,554+39.1% | $4,156+52.4% |
| Participant deferral / active EE | $14,917 | $8,216+81.5% | $7,897+88.9% | $6,407+132.8% |
| Admin fee / account holder | $43,225 | $14,344+201.4% | $13,129+229.2% | $12,270+252.3% |