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 | $804,084 | $157,256+411.3% | $141,162+469.6% | $152,861+426.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 20.25% | 64.32%-44.1pp | 71.39%-51.1pp | 345.32%-325.1pp |
| Employer contribution / active EE | $5,186 | $5,261-1.4% | $4,735+9.5% | $4,762+8.9% |
| Participant deferral / active EE | $8,770 | $7,109+23.4% | $6,709+30.7% | $5,850+49.9% |
| Admin fee / account holder | $19,993 | $12,120+65.0% | $10,261+94.8% | $11,596+72.4% |