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 | $961,048 | $159,901+501.0% | $146,958+554.0% | $145,922+558.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 17.62% | 98.13%-80.5pp | 418.34%-400.7pp | 561.29%-543.7pp |
| Employer contribution / active EE | $1,462 | $5,286-72.4% | $4,933-70.4% | $4,660-68.6% |
| Participant deferral / active EE | $5,520 | $8,428-34.5% | $8,070-31.6% | $6,688-17.5% |
| Admin fee / account holder | $97,930 | $15,044+551.0% | $12,998+653.4% | $13,397+631.0% |