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 | $471,182 | $179,726+162.2% | $156,263+201.5% | $142,382+230.9% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 14.32% | 77.86%-63.5pp | 59.47%-45.1pp | 217.08%-202.8pp |
| Employer contribution / active EE | $6,423 | $5,069+26.7% | $4,333+48.2% | $4,299+49.4% |
| Participant deferral / active EE | $17,131 | $6,956+146.3% | $6,158+178.2% | $6,507+163.3% |
| Admin fee / account holder | $6,070 | $17,272-64.9% | $14,255-57.4% | $12,624-51.9% |