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 | $498,678 | $198,466+151.3% | $170,442+192.6% | $147,584+237.9% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 9.92% | 257.29%-247.4pp | 205.93%-196.0pp | 578.55%-568.6pp |
| Employer contribution / active EE | $3,190 | $6,184-48.4% | $5,433-41.3% | $4,876-34.6% |
| Participant deferral / active EE | $3,333 | $5,629-40.8% | $4,939-32.5% | $5,439-38.7% |
| Admin fee / account holder | $87,890 | $16,852+421.5% | $13,880+533.2% | $10,885+707.4% |