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 | $863,099 | $114,381+654.6% | $107,525+702.7% | $142,382+506.2% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 17.88% | 242.71%-224.8pp | 181.32%-163.4pp | 217.08%-199.2pp |
| Employer contribution / active EE | $5,473 | $4,015+36.3% | $3,754+45.8% | $4,299+27.3% |
| Participant deferral / active EE | $10,342 | $5,564+85.9% | $5,116+102.2% | $6,507+58.9% |
| Admin fee / account holder | $19,624 | $9,860+99.0% | $8,919+120.0% | $12,624+55.5% |