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 | $449,352 | $126,574+255.0% | $106,213+323.1% | $145,922+207.9% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 10.69% | 224.79%-214.1pp | 116.14%-105.4pp | 561.29%-550.6pp |
| Employer contribution / active EE | $10,015 | $3,730+168.5% | $3,171+215.8% | $4,660+114.9% |
| Participant deferral / active EE | $9,954 | $5,724+73.9% | $5,016+98.4% | $6,688+48.8% |
| Admin fee / account holder | $7,270 | $17,304-58.0% | $11,033-34.1% | $13,397-45.7% |