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 | $699,371 | $173,345+303.5% | $136,007+414.2% | $145,922+379.3% |
| Participation rate | 100.0% | 80.5%+19.5pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 18.18% | 1163.32%-1145.1pp | 579.32%-561.1pp | 561.29%-543.1pp |
| Employer contribution / active EE | $4,653 | $5,278-11.8% | $4,217+10.3% | $4,660-0.1% |
| Participant deferral / active EE | $11,804 | $8,699+35.7% | $7,025+68.0% | $6,688+76.5% |
| Admin fee / account holder | $3,535 | $9,954-64.5% | $6,858-48.5% | $13,397-73.6% |