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 | $394,973 | $183,519+115.2% | $155,509+154.0% | $145,922+170.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 12.87% | 61.17%-48.3pp | 64.67%-51.8pp | 561.29%-548.4pp |
| Employer contribution / active EE | $8,624 | $5,313+62.3% | $4,672+84.6% | $4,660+85.1% |
| Participant deferral / active EE | $6,476 | $6,462+0.2% | $5,626+15.1% | $6,688-3.2% |
| Admin fee / account holder | $1,572 | $19,313-91.9% | $15,912-90.1% | $13,397-88.3% |