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 | $490,548 | $209,411+134.3% | $178,490+174.8% | $158,922+208.7% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 11.19% | 188.75%-177.6pp | 151.07%-139.9pp | 302.83%-291.6pp |
| Employer contribution / active EE | $1,577 | $5,706-72.4% | $5,011-68.5% | $4,761-66.9% |
| Participant deferral / active EE | $11,923 | $5,954+100.2% | $5,202+129.2% | $5,982+99.3% |
| Admin fee / account holder | $1,024 | $17,074-94.0% | $13,984-92.7% | $11,246-90.9% |