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 | $803,613 | $176,056+356.5% | $159,436+404.0% | $167,490+379.8% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 16.07% | 331.75%-315.7pp | 263.57%-247.5pp | 478.56%-462.5pp |
| Employer contribution / active EE | $2,523 | $5,297-52.4% | $4,829-47.8% | $4,837-47.8% |
| Participant deferral / active EE | $3,785 | $7,750-51.2% | $7,352-48.5% | $6,341-40.3% |
| Admin fee / account holder | $5,969 | $12,554-52.5% | $10,799-44.7% | $12,309-51.5% |