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 | $674,367 | $114,381+489.6% | $107,525+527.2% | $142,382+373.6% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 72.73% | 242.71%-170.0pp | 181.32%-108.6pp | 217.08%-144.3pp |
| Employer contribution / active EE | $5,714 | $4,015+42.3% | $3,754+52.2% | $4,299+32.9% |
| Participant deferral / active EE | $10,270 | $5,564+84.6% | $5,116+100.7% | $6,507+57.8% |
| Admin fee / account holder | $2,468 | $9,860-75.0% | $8,919-72.3% | $12,624-80.4% |