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 | $477,568 | $198,466+140.6% | $170,442+180.2% | $147,584+223.6% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 16.00% | 257.29%-241.3pp | 205.93%-189.9pp | 578.55%-562.5pp |
| Employer contribution / active EE | $2,077 | $6,184-66.4% | $5,433-61.8% | $4,876-57.4% |
| Participant deferral / active EE | $4,303 | $5,629-23.6% | $4,939-12.9% | $5,439-20.9% |
| Admin fee / account holder | $22,859 | $16,852+35.6% | $13,880+64.7% | $10,885+110.0% |