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 | $588,195 | $88,710+563.1% | $81,783+619.2% | $145,959+303.0% |
| Participation rate | 80.0% | 75.0%+5.0pp | 72.4%+7.6pp | 80.3%-0.3pp |
| Annual return | 21.14% | 1027.26%-1006.1pp | 775.05%-753.9pp | 561.95%-540.8pp |
| Employer contribution / active EE | $5,655 | $3,083+83.4% | $2,913+94.2% | $4,661+21.3% |
| Participant deferral / active EE | $6,020 | $4,645+29.6% | $4,320+39.3% | $6,689-10.0% |
| Admin fee / account holder | $2,354 | $8,407-72.0% | $7,380-68.1% | $13,398-82.4% |