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 | $837,266 | $172,111+386.5% | $150,298+457.1% | $137,256+510.0% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 48.01% | 69.37%-21.4pp | 62.79%-14.8pp | 220.34%-172.3pp |
| Employer contribution / active EE | $13,382 | $4,636+188.6% | $4,154+222.1% | $4,156+222.0% |
| Participant deferral / active EE | $8,337 | $6,166+35.2% | $5,453+52.9% | $6,407+30.1% |
| Admin fee / account holder | $1,793 | $16,471-89.1% | $14,116-87.3% | $12,270-85.4% |