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 | $664,442 | $165,335+301.9% | $149,696+343.9% | $158,922+318.1% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 12.21% | 348.15%-335.9pp | 276.60%-264.4pp | 302.83%-290.6pp |
| Employer contribution / active EE | $4,240 | $5,103-16.9% | $4,644-8.7% | $4,761-10.9% |
| Participant deferral / active EE | $5,272 | $7,181-26.6% | $6,842-22.9% | $5,982-11.9% |
| Admin fee / account holder | $12,404 | $10,807+14.8% | $9,309+33.3% | $11,246+10.3% |