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 | $419,875 | $177,572+136.5% | $154,803+171.2% | $142,382+194.9% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 23.22% | 65.07%-41.8pp | 58.88%-35.7pp | 217.08%-193.9pp |
| Employer contribution / active EE | $1,141 | $4,810-76.3% | $4,305-73.5% | $4,299-73.5% |
| Participant deferral / active EE | $7,309 | $6,272+16.5% | $5,540+31.9% | $6,507+12.3% |
| Admin fee / account holder | $51,454 | $16,786+206.5% | $14,329+259.1% | $12,624+307.6% |