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 | $519,699 | $156,846+231.3% | $121,098+329.2% | $139,434+272.7% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 15.89% | 1474.56%-1458.7pp | 985.75%-969.9pp | 372.94%-357.1pp |
| Employer contribution / active EE | $3,016 | $5,536-45.5% | $4,164-27.6% | $4,751-36.5% |
| Participant deferral / active EE | $2,909 | $4,844-39.9% | $4,080-28.7% | $6,710-56.6% |
| Admin fee / account holder | $21,744 | $6,946+213.1% | $5,644+285.2% | $11,403+90.7% |