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 | $391,127 | $165,335+136.6% | $149,696+161.3% | $158,922+146.1% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 10.52% | 348.15%-337.6pp | 276.60%-266.1pp | 302.83%-292.3pp |
| Employer contribution / active EE | $14,060 | $5,103+175.5% | $4,644+202.7% | $4,761+195.3% |
| Participant deferral / active EE | $11,028 | $7,181+53.6% | $6,842+61.2% | $5,982+84.4% |
| Admin fee / account holder | $12,331 | $10,807+14.1% | $9,309+32.5% | $11,246+9.7% |