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 | $475,648 | $159,602+198.0% | $150,045+217.0% | $142,382+234.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 18.09% | 70.24%-52.1pp | 62.55%-44.5pp | 217.08%-199.0pp |
| Employer contribution / active EE | $2,811 | $4,961-43.3% | $4,693-40.1% | $4,299-34.6% |
| Participant deferral / active EE | $7,405 | $8,310-10.9% | $7,997-7.4% | $6,507+13.8% |
| Admin fee / account holder | $2,877 | $14,846-80.6% | $13,435-78.6% | $12,624-77.2% |