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 | $382,427 | $179,726+112.8% | $156,263+144.7% | $142,382+168.6% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 16.40% | 77.86%-61.5pp | 59.47%-43.1pp | 217.08%-200.7pp |
| Employer contribution / active EE | $11,780 | $5,069+132.4% | $4,333+171.9% | $4,299+174.0% |
| Participant deferral / active EE | $8,362 | $6,956+20.2% | $6,158+35.8% | $6,507+28.5% |
| Admin fee / account holder | $16,722 | $17,272-3.2% | $14,255+17.3% | $12,624+32.5% |