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 | $783,864 | $209,411+274.3% | $178,490+339.2% | $158,922+393.2% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 27.70% | 188.75%-161.0pp | 151.07%-123.4pp | 302.83%-275.1pp |
| Employer contribution / active EE | $1,504 | $5,706-73.7% | $5,011-70.0% | $4,761-68.4% |
| Participant deferral / active EE | $8,500 | $5,954+42.8% | $5,202+63.4% | $5,982+42.1% |
| Admin fee / account holder | $14,275 | $17,074-16.4% | $13,984+2.1% | $11,246+26.9% |