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 | $465,035 | $183,592+153.3% | $155,567+198.9% | $145,959+218.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 21.06% | 61.24%-40.2pp | 64.74%-43.7pp | 561.95%-540.9pp |
| Employer contribution / active EE | $8,602 | $5,315+61.9% | $4,674+84.0% | $4,661+84.6% |
| Participant deferral / active EE | $7,461 | $6,464+15.4% | $5,628+32.6% | $6,689+11.5% |
| Admin fee / account holder | $4,331 | $19,318-77.6% | $15,916-72.8% | $13,398-67.7% |