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 | $455,532 | $175,202+160.0% | $149,673+204.4% | $139,434+226.7% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 16.38% | 166.71%-150.3pp | 134.42%-118.0pp | 372.94%-356.6pp |
| Employer contribution / active EE | $4,926 | $5,474-10.0% | $4,818+2.2% | $4,751+3.7% |
| Participant deferral / active EE | $11,100 | $6,519+70.3% | $5,680+95.4% | $6,710+65.4% |
| Admin fee / account holder | $3,956 | $16,150-75.5% | $13,210-70.1% | $11,403-65.3% |