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 | $495,458 | $176,377+180.9% | $134,143+269.4% | $158,922+211.8% |
| Participation rate | 100.0% | 78.7%+21.3pp | 72.2%+27.8pp | 82.0%+18.0pp |
| Annual return | 15.23% | 63.63%-48.4pp | 36.33%-21.1pp | 302.83%-287.6pp |
| Employer contribution / active EE | $19,937 | $5,040+295.5% | $3,704+438.3% | $4,761+318.7% |
| Participant deferral / active EE | $7,113 | $4,091+73.8% | $3,499+103.3% | $5,982+18.9% |
| Admin fee / account holder | $19,012 | $8,718+118.1% | $6,684+184.4% | $11,246+69.1% |