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 | $778,593 | $157,256+395.1% | $141,162+451.6% | $152,861+409.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 15.22% | 64.32%-49.1pp | 71.39%-56.2pp | 345.32%-330.1pp |
| Employer contribution / active EE | $4,229 | $5,261-19.6% | $4,735-10.7% | $4,762-11.2% |
| Participant deferral / active EE | $7,599 | $7,109+6.9% | $6,709+13.3% | $5,850+29.9% |
| Admin fee / account holder | $5,383 | $12,120-55.6% | $10,261-47.5% | $11,596-53.6% |