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 | $630,697 | $183,592+243.5% | $155,567+305.4% | $145,959+332.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 16.05% | 61.24%-45.2pp | 64.74%-48.7pp | 561.95%-545.9pp |
| Employer contribution / active EE | $4,219 | $5,315-20.6% | $4,674-9.7% | $4,661-9.5% |
| Participant deferral / active EE | $22,360 | $6,464+245.9% | $5,628+297.3% | $6,689+234.3% |
| Admin fee / account holder | $5,161 | $19,318-73.3% | $15,916-67.6% | $13,398-61.5% |