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 | $389,643 | $176,056+121.3% | $159,436+144.4% | $167,490+132.6% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 18.89% | 331.75%-312.9pp | 263.57%-244.7pp | 478.56%-459.7pp |
| Employer contribution / active EE | $2,809 | $5,297-47.0% | $4,829-41.8% | $4,837-41.9% |
| Participant deferral / active EE | $8,802 | $7,750+13.6% | $7,352+19.7% | $6,341+38.8% |
| Admin fee / account holder | $8,959 | $12,554-28.6% | $10,799-17.0% | $12,309-27.2% |