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 | $624,479 | $217,402+187.2% | $185,823+236.1% | $167,490+272.8% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 14.69% | 148.36%-133.7pp | 122.05%-107.4pp | 478.56%-463.9pp |
| Employer contribution / active EE | $5,000 | $5,873-14.9% | $5,167-3.2% | $4,837+3.4% |
| Participant deferral / active EE | $5,060 | $6,356-20.4% | $5,568-9.1% | $6,341-20.2% |
| Admin fee / account holder | $6,803 | $19,811-65.7% | $16,237-58.1% | $12,309-44.7% |