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 | $589,501 | $172,478+241.8% | $145,661+304.7% | $142,382+314.0% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.2%+22.8pp | 80.1%+19.9pp |
| Annual return | 15.66% | 151.09%-135.4pp | 101.46%-85.8pp | 217.08%-201.4pp |
| Employer contribution / active EE | $3,140 | $4,899-35.9% | $4,238-25.9% | $4,299-27.0% |
| Participant deferral / active EE | $10,458 | $8,348+25.3% | $7,198+45.3% | $6,507+60.7% |
| Admin fee / account holder | $3,716 | $16,864-78.0% | $12,466-70.2% | $12,624-70.6% |