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 | $505,109 | $148,534+240.1% | $135,903+271.7% | $139,434+262.3% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 12.19% | 79.19%-67.0pp | 68.23%-56.0pp | 372.94%-360.8pp |
| Employer contribution / active EE | $2,255 | $5,243-57.0% | $4,856-53.6% | $4,751-52.5% |
| Participant deferral / active EE | $9,798 | $8,100+21.0% | $7,758+26.3% | $6,710+46.0% |
| Admin fee / account holder | $137,387 | $12,400+1008.0% | $10,762+1176.6% | $11,403+1104.9% |