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 | $354,126 | $165,335+114.2% | $149,696+136.6% | $158,922+122.8% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 21.22% | 348.15%-326.9pp | 276.60%-255.4pp | 302.83%-281.6pp |
| Employer contribution / active EE | $11,455 | $5,103+124.5% | $4,644+146.6% | $4,761+140.6% |
| Participant deferral / active EE | $10,860 | $7,181+51.2% | $6,842+58.7% | $5,982+81.5% |
| Admin fee / account holder | $10,114 | $10,807-6.4% | $9,309+8.7% | $11,246-10.1% |