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 | $501,755 | $202,432+147.9% | $169,368+196.3% | $139,434+259.9% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 65.10% | 531.74%-466.6pp | 405.60%-340.5pp | 372.94%-307.8pp |
| Employer contribution / active EE | $4,283 | $4,692-8.7% | $4,013+6.7% | $4,751-9.8% |
| Participant deferral / active EE | $14,724 | $6,938+112.2% | $6,221+136.7% | $6,710+119.4% |
| Admin fee / account holder | $2,863 | $10,708-73.3% | $9,003-68.2% | $11,403-74.9% |