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 | $793,176 | $177,572+346.7% | $154,803+412.4% | $142,382+457.1% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 20.00% | 65.07%-45.1pp | 58.88%-38.9pp | 217.08%-197.1pp |
| Employer contribution / active EE | $3,919 | $4,810-18.5% | $4,305-9.0% | $4,299-8.8% |
| Participant deferral / active EE | $22,874 | $6,272+264.7% | $5,540+312.9% | $6,507+251.5% |
| Admin fee / account holder | $39,907 | $16,786+137.7% | $14,329+178.5% | $12,624+216.1% |