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 | $408,544 | $178,174+129.3% | $156,181+161.6% | $137,256+197.7% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 12.97% | 84.19%-71.2pp | 64.87%-51.9pp | 220.34%-207.4pp |
| Employer contribution / active EE | $8,473 | $4,972+70.4% | $4,294+97.3% | $4,156+103.9% |
| Participant deferral / active EE | $4,343 | $6,888-36.9% | $6,132-29.2% | $6,407-32.2% |
| Admin fee / account holder | $55,043 | $17,404+216.3% | $14,586+277.4% | $12,270+348.6% |