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 | $631,194 | $157,256+301.4% | $141,162+347.1% | $152,861+312.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 21.57% | 64.32%-42.8pp | 71.39%-49.8pp | 345.32%-323.8pp |
| Employer contribution / active EE | $3,964 | $5,261-24.7% | $4,735-16.3% | $4,762-16.8% |
| Participant deferral / active EE | $12,561 | $7,109+76.7% | $6,709+87.2% | $5,850+114.7% |
| Admin fee / account holder | $385,482 | $12,120+3080.5% | $10,261+3656.7% | $11,596+3224.1% |