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 | $498,832 | $165,984+200.5% | $164,813+202.7% | $145,922+241.8% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 13.00% | 100.03%-87.0pp | 69.93%-56.9pp | 561.29%-548.3pp |
| Employer contribution / active EE | $4,000 | $5,273-24.1% | $4,341-7.9% | $4,660-14.2% |
| Participant deferral / active EE | $22,500 | $6,959+223.3% | $6,031+273.0% | $6,688+236.4% |
| Admin fee / account holder | $9,699 | $16,648-41.7% | $12,690-23.6% | $13,397-27.6% |