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 | $373,994 | $176,056+112.4% | $159,436+134.6% | $167,490+123.3% |
| 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 | $3,284 | $5,297-38.0% | $4,829-32.0% | $4,837-32.1% |
| Participant deferral / active EE | $10,319 | $7,750+33.1% | $7,352+40.4% | $6,341+62.7% |
| Admin fee / account holder | $6,656 | $12,554-47.0% | $10,799-38.4% | $12,309-45.9% |