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 | $499,851 | $190,805+162.0% | $159,960+212.5% | $134,475+271.7% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | 20.42% | 552.23%-531.8pp | 408.60%-388.2pp | 417.96%-397.5pp |
| Employer contribution / active EE | $3,007 | $4,995-39.8% | $4,226-28.8% | $4,740-36.6% |
| Participant deferral / active EE | $7,324 | $6,923+5.8% | $6,182+18.5% | $6,400+14.4% |
| Admin fee / account holder | $10,800 | $10,471+3.1% | $8,698+24.2% | $11,426-5.5% |