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 | $739,457 | $226,064+227.1% | $182,532+305.1% | $152,861+383.7% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.4%+17.6pp |
| Annual return | 16.36% | 192.51%-176.1pp | 148.54%-132.2pp | 345.32%-329.0pp |
| Employer contribution / active EE | $4,265 | $4,978-14.3% | $4,076+4.6% | $4,762-10.4% |
| Participant deferral / active EE | $12,800 | $6,368+101.0% | $5,524+131.7% | $5,850+118.8% |
| Admin fee / account holder | $6,536 | $10,703-38.9% | $8,592-23.9% | $11,596-43.6% |