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 | $582,329 | $179,726+224.0% | $156,263+272.7% | $142,382+309.0% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 16.30% | 77.86%-61.6pp | 59.47%-43.2pp | 217.08%-200.8pp |
| Employer contribution / active EE | $9,091 | $5,069+79.3% | $4,333+109.8% | $4,299+111.5% |
| Participant deferral / active EE | $13,996 | $6,956+101.2% | $6,158+127.3% | $6,507+115.1% |
| Admin fee / account holder | $1,144 | $17,272-93.4% | $14,255-92.0% | $12,624-90.9% |