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 | $493,973 | $99,020+398.9% | $86,590+470.5% | $147,584+234.7% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 10.57% | 1312.34%-1301.8pp | 964.84%-954.3pp | 578.55%-568.0pp |
| Employer contribution / active EE | $2,374 | $3,132-24.2% | $2,839-16.4% | $4,876-51.3% |
| Participant deferral / active EE | $795 | $3,972-80.0% | $3,609-78.0% | $5,439-85.4% |
| Admin fee / account holder | $2,094 | $5,710-63.3% | $4,906-57.3% | $10,885-80.8% |