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 | $421,872 | $175,202+140.8% | $149,673+181.9% | $139,434+202.6% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 12.54% | 166.71%-154.2pp | 134.42%-121.9pp | 372.94%-360.4pp |
| Employer contribution / active EE | $3,878 | $5,474-29.2% | $4,818-19.5% | $4,751-18.4% |
| Participant deferral / active EE | $6,555 | $6,519+0.6% | $5,680+15.4% | $6,710-2.3% |
| Admin fee / account holder | $30,462 | $16,150+88.6% | $13,210+130.6% | $11,403+167.1% |