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 | $576,092 | $157,256+266.3% | $141,162+308.1% | $152,861+276.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 48.68% | 64.32%-15.6pp | 71.39%-22.7pp | 345.32%-296.6pp |
| Employer contribution / active EE | $1,588 | $5,261-69.8% | $4,735-66.5% | $4,762-66.7% |
| Participant deferral / active EE | $13,447 | $7,109+89.1% | $6,709+100.4% | $5,850+129.9% |
| Admin fee / account holder | $11,702 | $12,120-3.4% | $10,261+14.0% | $11,596+0.9% |