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 | $437,444 | $203,436+115.0% | $152,466+186.9% | $167,490+161.2% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.2%+21.8pp | 82.1%+17.9pp |
| Annual return | 20.02% | 13.80%+6.2pp | 757.33%-737.3pp | 478.56%-458.5pp |
| Employer contribution / active EE | $4,319 | $5,220-17.3% | $4,327-0.2% | $4,837-10.7% |
| Participant deferral / active EE | $10,034 | $6,716+49.4% | $5,820+72.4% | $6,341+58.2% |
| Admin fee / account holder | $4,635 | $22,506-79.4% | $15,805-70.7% | $12,309-62.3% |