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 | $386,986 | $165,335+134.1% | $149,696+158.5% | $158,922+143.5% |
| Participation rate | 94.1% | 84.6%+9.5pp | 82.5%+11.6pp | 82.0%+12.2pp |
| Annual return | 13.29% | 348.15%-334.9pp | 276.60%-263.3pp | 302.83%-289.5pp |
| Employer contribution / active EE | $6,691 | $5,103+31.1% | $4,644+44.1% | $4,761+40.5% |
| Participant deferral / active EE | $15,225 | $7,181+112.0% | $6,842+122.5% | $5,982+154.5% |
| Admin fee / account holder | $78,096 | $10,807+622.7% | $9,309+739.0% | $11,246+594.4% |