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 | $544,941 | $227,553+139.5% | $189,557+187.5% | $167,490+225.4% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 19.99% | 78.40%-58.4pp | 64.17%-44.2pp | 478.56%-458.6pp |
| Employer contribution / active EE | $1,641 | $5,316-69.1% | $4,412-62.8% | $4,837-66.1% |
| Participant deferral / active EE | $4,357 | $7,002-37.8% | $6,174-29.4% | $6,341-31.3% |
| Admin fee / account holder | $12,989 | $11,878+9.4% | $9,807+32.4% | $12,309+5.5% |