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 | $481,978 | $135,635+255.3% | $110,238+337.2% | $135,375+256.0% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | 8.91% | 513.19%-504.3pp | 314.74%-305.8pp | 519.73%-510.8pp |
| Employer contribution / active EE | $3,388 | $4,906-31.0% | $3,826-11.5% | $4,779-29.1% |
| Participant deferral / active EE | $7,444 | $5,506+35.2% | $4,672+59.3% | $5,609+32.7% |
| Admin fee / account holder | $5,132 | $11,457-55.2% | $8,547-40.0% | $10,827-52.6% |