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 | $646,803 | $165,335+291.2% | $149,696+332.1% | $158,922+307.0% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 8.18% | 348.15%-340.0pp | 276.60%-268.4pp | 302.83%-294.6pp |
| Employer contribution / active EE | $3,580 | $5,103-29.8% | $4,644-22.9% | $4,761-24.8% |
| Participant deferral / active EE | $12,339 | $7,181+71.8% | $6,842+80.3% | $5,982+106.3% |
| Admin fee / account holder | $37,583 | $10,807+247.8% | $9,309+303.7% | $11,246+234.2% |