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 | $579,864 | $133,922+333.0% | $116,228+398.9% | $142,382+307.3% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.6%+25.4pp | 80.1%+19.9pp |
| Annual return | 13.57% | 147.76%-134.2pp | 90.06%-76.5pp | 217.08%-203.5pp |
| Employer contribution / active EE | $1,748 | $3,446-49.3% | $2,994-41.6% | $4,299-59.3% |
| Participant deferral / active EE | $2,371 | $5,672-58.2% | $4,953-52.1% | $6,507-63.6% |
| Admin fee / account holder | $14,912 | $14,945-0.2% | $11,989+24.4% | $12,624+18.1% |