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 | $846,905 | $179,726+371.2% | $156,263+442.0% | $142,382+494.8% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 21.64% | 77.86%-56.2pp | 59.47%-37.8pp | 217.08%-195.4pp |
| Employer contribution / active EE | $2,463 | $5,069-51.4% | $4,333-43.2% | $4,299-42.7% |
| Participant deferral / active EE | $10,103 | $6,956+45.2% | $6,158+64.1% | $6,507+55.3% |
| Admin fee / account holder | $26,104 | $17,272+51.1% | $14,255+83.1% | $12,624+106.8% |