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 | $749,483 | $176,056+325.7% | $159,436+370.1% | $167,490+347.5% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 16.46% | 331.75%-315.3pp | 263.57%-247.1pp | 478.56%-462.1pp |
| Employer contribution / active EE | $4,860 | $5,297-8.3% | $4,829+0.6% | $4,837+0.5% |
| Participant deferral / active EE | $19,691 | $7,750+154.1% | $7,352+167.8% | $6,341+210.5% |
| Admin fee / account holder | $714 | $12,554-94.3% | $10,799-93.4% | $12,309-94.2% |