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 | $641,647 | $148,534+332.0% | $135,903+372.1% | $139,434+360.2% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 28.95% | 79.19%-50.2pp | 68.23%-39.3pp | 372.94%-344.0pp |
| Employer contribution / active EE | $4,361 | $5,243-16.8% | $4,856-10.2% | $4,751-8.2% |
| Participant deferral / active EE | $10,880 | $8,100+34.3% | $7,758+40.2% | $6,710+62.1% |
| Admin fee / account holder | $20,106 | $12,400+62.2% | $10,762+86.8% | $11,403+76.3% |