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 | $618,403 | $157,256+293.2% | $141,162+338.1% | $152,861+304.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 30.48% | 64.32%-33.8pp | 71.39%-40.9pp | 345.32%-314.8pp |
| Employer contribution / active EE | $2,952 | $5,261-43.9% | $4,735-37.7% | $4,762-38.0% |
| Participant deferral / active EE | $30,900 | $7,109+334.6% | $6,709+360.6% | $5,850+428.2% |
| Admin fee / account holder | $21,936 | $12,120+81.0% | $10,261+113.8% | $11,596+89.2% |