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 | $589,608 | $102,966+472.6% | $90,281+553.1% | $152,861+285.7% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 27.30% | 95.16%-67.9pp | 78.10%-50.8pp | 345.32%-318.0pp |
| Employer contribution / active EE | $1,315 | $3,139-58.1% | $2,854-53.9% | $4,762-72.4% |
| Participant deferral / active EE | $2,646 | $4,281-38.2% | $3,885-31.9% | $5,850-54.8% |
| Admin fee / account holder | $6,164 | $6,171-0.1% | $5,351+15.2% | $11,596-46.8% |