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 | $542,134 | $114,381+374.0% | $107,525+404.2% | $142,382+280.8% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 15.87% | 242.71%-226.8pp | 181.32%-165.4pp | 217.08%-201.2pp |
| Employer contribution / active EE | $22,421 | $4,015+458.5% | $3,754+497.3% | $4,299+421.5% |
| Participant deferral / active EE | $14,612 | $5,564+162.6% | $5,116+185.6% | $6,507+124.6% |
| Admin fee / account holder | $22,183 | $9,860+125.0% | $8,919+148.7% | $12,624+75.7% |