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 | $465,426 | $112,096+315.2% | $95,952+385.1% | $158,922+192.9% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 13.30% | 171.09%-157.8pp | 91.61%-78.3pp | 302.83%-289.5pp |
| Employer contribution / active EE | $2,925 | $3,198-8.5% | $2,541+15.1% | $4,761-38.6% |
| Participant deferral / active EE | $12,955 | $4,784+170.8% | $4,167+210.9% | $5,982+116.6% |
| Admin fee / account holder | $8,256 | $10,130-18.5% | $6,795+21.5% | $11,246-26.6% |