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 | $564,368 | $165,335+241.3% | $149,696+277.0% | $158,922+255.1% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 26.75% | 348.15%-321.4pp | 276.60%-249.8pp | 302.83%-276.1pp |
| Employer contribution / active EE | $2,436 | $5,103-52.3% | $4,644-47.6% | $4,761-48.8% |
| Participant deferral / active EE | $8,286 | $7,181+15.4% | $6,842+21.1% | $5,982+38.5% |
| Admin fee / account holder | $12,632 | $10,807+16.9% | $9,309+35.7% | $11,246+12.3% |