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 | $159,602+338.0% | $150,045+365.9% | $142,382+390.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 27.29% | 70.24%-42.9pp | 62.55%-35.3pp | 217.08%-189.8pp |
| Employer contribution / active EE | $980 | $4,961-80.2% | $4,693-79.1% | $4,299-77.2% |
| Participant deferral / active EE | $19,179 | $8,310+130.8% | $7,997+139.8% | $6,507+194.7% |
| Admin fee / account holder | $22,587 | $14,846+52.1% | $13,435+68.1% | $12,624+78.9% |