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 | $824,263 | $148,534+454.9% | $135,903+506.5% | $139,434+491.2% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 16.04% | 79.19%-63.2pp | 68.23%-52.2pp | 372.94%-356.9pp |
| Employer contribution / active EE | $3,210 | $5,243-38.8% | $4,856-33.9% | $4,751-32.4% |
| Participant deferral / active EE | $16,000 | $8,100+97.5% | $7,758+106.2% | $6,710+138.4% |
| Admin fee / account holder | $121,052 | $12,400+876.2% | $10,762+1024.8% | $11,403+961.6% |