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 | $353,453 | $165,335+113.8% | $149,696+136.1% | $158,922+122.4% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 12.75% | 348.15%-335.4pp | 276.60%-263.9pp | 302.83%-290.1pp |
| Employer contribution / active EE | $5,937 | $5,103+16.4% | $4,644+27.8% | $4,761+24.7% |
| Participant deferral / active EE | $8,264 | $7,181+15.1% | $6,842+20.8% | $5,982+38.1% |
| Admin fee / account holder | $3,360 | $10,807-68.9% | $9,309-63.9% | $11,246-70.1% |