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 | $622,994 | $115,770+438.1% | $101,248+515.3% | $158,922+292.0% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 18.45% | 56.14%-37.7pp | 46.47%-28.0pp | 302.83%-284.4pp |
| Employer contribution / active EE | $5,000 | $4,175+19.8% | $3,660+36.6% | $4,761+5.0% |
| Participant deferral / active EE | $1,933 | $4,957-61.0% | $4,370-55.8% | $5,982-67.7% |
| Admin fee / account holder | $4,650 | $7,245-35.8% | $5,945-21.8% | $11,246-58.6% |