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 | $540,471 | $217,402+148.6% | $185,823+190.9% | $167,490+222.7% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 12.10% | 148.36%-136.3pp | 122.05%-110.0pp | 478.56%-466.5pp |
| Employer contribution / active EE | $4,561 | $5,873-22.3% | $5,167-11.7% | $4,837-5.7% |
| Participant deferral / active EE | $9,429 | $6,356+48.3% | $5,568+69.3% | $6,341+48.7% |
| Admin fee / account holder | $18,594 | $19,811-6.1% | $16,237+14.5% | $12,309+51.1% |