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 | $710,602 | $179,726+295.4% | $156,263+354.7% | $142,382+399.1% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 14.36% | 77.86%-63.5pp | 59.47%-45.1pp | 217.08%-202.7pp |
| Employer contribution / active EE | $2,741 | $5,069-45.9% | $4,333-36.7% | $4,299-36.2% |
| Participant deferral / active EE | $3,963 | $6,956-43.0% | $6,158-35.7% | $6,507-39.1% |
| Admin fee / account holder | $4,369 | $17,272-74.7% | $14,255-69.4% | $12,624-65.4% |