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 | $584,449 | $177,572+229.1% | $154,803+277.5% | $142,382+310.5% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 16.54% | 65.07%-48.5pp | 58.88%-42.3pp | 217.08%-200.5pp |
| Employer contribution / active EE | $24,436 | $4,810+408.0% | $4,305+467.6% | $4,299+468.4% |
| Participant deferral / active EE | $10,740 | $6,272+71.3% | $5,540+93.9% | $6,507+65.1% |
| Admin fee / account holder | $7,883 | $16,786-53.0% | $14,329-45.0% | $12,624-37.6% |