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 | $395,406 | $217,402+81.9% | $185,823+112.8% | $167,490+136.1% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 9.75% | 148.36%-138.6pp | 122.05%-112.3pp | 478.56%-468.8pp |
| Employer contribution / active EE | $2,702 | $5,873-54.0% | $5,167-47.7% | $4,837-44.1% |
| Participant deferral / active EE | $6,811 | $6,356+7.2% | $5,568+22.3% | $6,341+7.4% |
| Admin fee / account holder | $3,840 | $19,811-80.6% | $16,237-76.4% | $12,309-68.8% |