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 | $578,563 | $226,064+155.9% | $182,532+217.0% | $152,861+278.5% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.4%+17.6pp |
| Annual return | 17.85% | 192.51%-174.7pp | 148.54%-130.7pp | 345.32%-327.5pp |
| Employer contribution / active EE | $2,130 | $4,978-57.2% | $4,076-47.7% | $4,762-55.3% |
| Participant deferral / active EE | $11,000 | $6,368+72.7% | $5,524+99.1% | $5,850+88.0% |
| Admin fee / account holder | $11,795 | $10,703+10.2% | $8,592+37.3% | $11,596+1.7% |