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 | $495,708 | $209,411+136.7% | $178,490+177.7% | $158,922+211.9% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 19.22% | 188.75%-169.5pp | 151.07%-131.9pp | 302.83%-283.6pp |
| Employer contribution / active EE | $2,581 | $5,706-54.8% | $5,011-48.5% | $4,761-45.8% |
| Participant deferral / active EE | $7,979 | $5,954+34.0% | $5,202+53.4% | $5,982+33.4% |
| Admin fee / account holder | $3,695 | $17,074-78.4% | $13,984-73.6% | $11,246-67.1% |