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 | $364,676 | $165,335+120.6% | $149,696+143.6% | $158,922+129.5% |
| Participation rate | 95.5% | 84.6%+10.9pp | 82.5%+13.0pp | 82.0%+13.5pp |
| Annual return | 12.23% | 348.15%-335.9pp | 276.60%-264.4pp | 302.83%-290.6pp |
| Employer contribution / active EE | $5,901 | $5,103+15.6% | $4,644+27.1% | $4,761+23.9% |
| Participant deferral / active EE | $10,070 | $7,181+40.2% | $6,842+47.2% | $5,982+68.3% |
| Admin fee / account holder | $116,318 | $10,807+976.4% | $9,309+1149.6% | $11,246+934.3% |