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 | $640,872 | $112,096+471.7% | $95,952+567.9% | $158,922+303.3% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 14.07% | 171.09%-157.0pp | 91.61%-77.5pp | 302.83%-288.8pp |
| Employer contribution / active EE | $4,138 | $3,198+29.4% | $2,541+62.9% | $4,761-13.1% |
| Participant deferral / active EE | $7,765 | $4,784+62.3% | $4,167+86.3% | $5,982+29.8% |
| Admin fee / account holder | $16,792 | $10,130+65.8% | $6,795+147.1% | $11,246+49.3% |