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 | $624,312 | $157,256+297.0% | $141,162+342.3% | $152,861+308.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 43.42% | 64.32%-20.9pp | 71.39%-28.0pp | 345.32%-301.9pp |
| Employer contribution / active EE | $2,157 | $5,261-59.0% | $4,735-54.5% | $4,762-54.7% |
| Participant deferral / active EE | $12,889 | $7,109+81.3% | $6,709+92.1% | $5,850+120.3% |
| Admin fee / account holder | $1,172 | $12,120-90.3% | $10,261-88.6% | $11,596-89.9% |