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 | $370,843 | $165,335+124.3% | $149,696+147.7% | $158,922+133.3% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 20.13% | 348.15%-328.0pp | 276.60%-256.5pp | 302.83%-282.7pp |
| Employer contribution / active EE | $4,083 | $5,103-20.0% | $4,644-12.1% | $4,761-14.2% |
| Participant deferral / active EE | $15,926 | $7,181+121.8% | $6,842+132.8% | $5,982+166.2% |
| Admin fee / account holder | $1,743 | $10,807-83.9% | $9,309-81.3% | $11,246-84.5% |