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 | $416,683 | $175,202+137.8% | $149,673+178.4% | $139,434+198.8% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 31.05% | 166.71%-135.7pp | 134.42%-103.4pp | 372.94%-341.9pp |
| Employer contribution / active EE | $7,519 | $5,474+37.3% | $4,818+56.1% | $4,751+58.3% |
| Participant deferral / active EE | $7,759 | $6,519+19.0% | $5,680+36.6% | $6,710+15.6% |
| Admin fee / account holder | $1,451 | $16,150-91.0% | $13,210-89.0% | $11,403-87.3% |