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 | $519,852 | $114,381+354.5% | $107,525+383.5% | $142,382+265.1% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 16.55% | 242.71%-226.2pp | 181.32%-164.8pp | 217.08%-200.5pp |
| Employer contribution / active EE | $3,081 | $4,015-23.3% | $3,754-17.9% | $4,299-28.3% |
| Participant deferral / active EE | $4,635 | $5,564-16.7% | $5,116-9.4% | $6,507-28.8% |
| Admin fee / account holder | $7,061 | $9,860-28.4% | $8,919-20.8% | $12,624-44.1% |