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 | $590,233 | $127,065+364.5% | $113,168+421.6% | $142,382+314.5% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 14.26% | 24.03%-9.8pp | 24.27%-10.0pp | 217.08%-202.8pp |
| Employer contribution / active EE | $1,899 | $3,442-44.8% | $2,975-36.2% | $4,299-55.8% |
| Participant deferral / active EE | $6,960 | $5,716+21.8% | $5,107+36.3% | $6,507+7.0% |
| Admin fee / account holder | $1,419 | $15,736-91.0% | $12,068-88.2% | $12,624-88.8% |