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 | $534,705 | $177,572+201.1% | $154,803+245.4% | $142,382+275.5% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 16.05% | 65.07%-49.0pp | 58.88%-42.8pp | 217.08%-201.0pp |
| Employer contribution / active EE | $9,888 | $4,810+105.5% | $4,305+129.7% | $4,299+130.0% |
| Participant deferral / active EE | $18,063 | $6,272+188.0% | $5,540+226.0% | $6,507+177.6% |
| Admin fee / account holder | $3,693 | $16,786-78.0% | $14,329-74.2% | $12,624-70.7% |