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 | $374,170 | $114,381+227.1% | $107,525+248.0% | $142,382+162.8% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 47.19% | 242.71%-195.5pp | 181.32%-134.1pp | 217.08%-169.9pp |
| Employer contribution / active EE | $5,092 | $4,015+26.8% | $3,754+35.7% | $4,299+18.4% |
| Participant deferral / active EE | $5,606 | $5,564+0.7% | $5,116+9.6% | $6,507-13.9% |
| Admin fee / account holder | $23,110 | $9,860+134.4% | $8,919+159.1% | $12,624+83.1% |