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 | $526,160 | $148,534+254.2% | $135,903+287.2% | $139,434+277.4% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 14.98% | 79.19%-64.2pp | 68.23%-53.2pp | 372.94%-358.0pp |
| Employer contribution / active EE | $2,479 | $5,243-52.7% | $4,856-48.9% | $4,751-47.8% |
| Participant deferral / active EE | $7,488 | $8,100-7.6% | $7,758-3.5% | $6,710+11.6% |
| Admin fee / account holder | $4,207 | $12,400-66.1% | $10,762-60.9% | $11,403-63.1% |