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 | $646,097 | $198,466+225.5% | $170,442+279.1% | $147,584+337.8% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 33.24% | 257.29%-224.1pp | 205.93%-172.7pp | 578.55%-545.3pp |
| Employer contribution / active EE | $1,509 | $6,184-75.6% | $5,433-72.2% | $4,876-69.1% |
| Participant deferral / active EE | $4,374 | $5,629-22.3% | $4,939-11.4% | $5,439-19.6% |
| Admin fee / account holder | $959 | $16,852-94.3% | $13,880-93.1% | $10,885-91.2% |