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 | $595,721 | $210,648+182.8% | $177,989+234.7% | $145,922+308.2% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 16.91% | 385.86%-369.0pp | 294.48%-277.6pp | 561.29%-544.4pp |
| Employer contribution / active EE | $2,603 | $4,565-43.0% | $3,949-34.1% | $4,660-44.1% |
| Participant deferral / active EE | $7,810 | $6,958+12.2% | $6,276+24.4% | $6,688+16.8% |
| Admin fee / account holder | $25,325 | $12,013+110.8% | $10,363+144.4% | $13,397+89.0% |