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 | $257,889 | $150,440+71.4% | $136,294+89.2% | $147,584+74.7% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 16.03% | 1049.08%-1033.1pp | 5155.94%-5139.9pp | 578.55%-562.5pp |
| Employer contribution / active EE | $4,392 | $5,256-16.4% | $4,695-6.5% | $4,876-9.9% |
| Participant deferral / active EE | $11,972 | $6,630+80.6% | $6,247+91.6% | $5,439+120.1% |
| Admin fee / account holder | $2,697 | $10,905-75.3% | $9,243-70.8% | $10,885-75.2% |