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 | $466,606 | $177,572+162.8% | $154,803+201.4% | $142,382+227.7% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 15.36% | 65.07%-49.7pp | 58.88%-43.5pp | 217.08%-201.7pp |
| Employer contribution / active EE | $10,549 | $4,810+119.3% | $4,305+145.0% | $4,299+145.4% |
| Participant deferral / active EE | $10,006 | $6,272+59.6% | $5,540+80.6% | $6,507+53.8% |
| Admin fee / account holder | $2,425 | $16,786-85.6% | $14,329-83.1% | $12,624-80.8% |