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 | $598,535 | $202,432+195.7% | $169,368+253.4% | $139,434+329.3% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 23.78% | 531.74%-508.0pp | 405.60%-381.8pp | 372.94%-349.2pp |
| Employer contribution / active EE | $1,849 | $4,692-60.6% | $4,013-53.9% | $4,751-61.1% |
| Participant deferral / active EE | $7,480 | $6,938+7.8% | $6,221+20.2% | $6,710+11.5% |
| Admin fee / account holder | $4,500 | $10,708-58.0% | $9,003-50.0% | $11,403-60.5% |