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 | $384,181 | $165,335+132.4% | $149,696+156.6% | $158,922+141.7% |
| Participation rate | 90.0% | 84.6%+5.4pp | 82.5%+7.5pp | 82.0%+8.0pp |
| Annual return | 12.71% | 348.15%-335.4pp | 276.60%-263.9pp | 302.83%-290.1pp |
| Employer contribution / active EE | $9,153 | $5,103+79.4% | $4,644+97.1% | $4,761+92.2% |
| Participant deferral / active EE | $11,799 | $7,181+64.3% | $6,842+72.5% | $5,982+97.2% |
| Admin fee / account holder | $6,903 | $10,807-36.1% | $9,309-25.8% | $11,246-38.6% |