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 | $494,546 | $101,618+386.7% | $93,063+431.4% | $137,256+260.3% |
| Participation rate | 100.0% | 74.9%+25.1pp | 72.1%+27.9pp | 80.0%+20.0pp |
| Annual return | 11.05% | 223.95%-212.9pp | 34.15%-23.1pp | 220.34%-209.3pp |
| Employer contribution / active EE | $1,103 | $2,707-59.3% | $2,476-55.5% | $4,156-73.5% |
| Participant deferral / active EE | $5,237 | $4,279+22.4% | $3,958+32.3% | $6,407-18.3% |
| Admin fee / account holder | $155,526 | $6,198+2409.1% | $6,033+2477.8% | $12,270+1167.5% |