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 | $698,991 | $154,228+353.2% | $145,433+380.6% | $137,256+409.3% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 27.29% | 74.59%-47.3pp | 66.58%-39.3pp | 220.34%-193.0pp |
| Employer contribution / active EE | $980 | $4,804-79.6% | $4,554-78.5% | $4,156-76.4% |
| Participant deferral / active EE | $19,179 | $8,216+133.4% | $7,897+142.9% | $6,407+199.4% |
| Admin fee / account holder | $22,587 | $14,344+57.5% | $13,129+72.0% | $12,270+84.1% |