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 | $617,457 | $165,984+272.0% | $164,813+274.6% | $145,922+323.1% |
| Participation rate | 83.3% | 82.0%+1.3pp | 78.6%+4.7pp | 80.3%+3.1pp |
| Annual return | 10.23% | 100.03%-89.8pp | 69.93%-59.7pp | 561.29%-551.1pp |
| Employer contribution / active EE | $2,743 | $5,273-48.0% | $4,341-36.8% | $4,660-41.1% |
| Participant deferral / active EE | $6,129 | $6,959-11.9% | $6,031+1.6% | $6,688-8.4% |
| Admin fee / account holder | $46,043 | $16,648+176.6% | $12,690+262.8% | $13,397+243.7% |