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 | $751,611 | $217,402+245.7% | $185,823+304.5% | $167,490+348.7% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 21.92% | 148.36%-126.4pp | 122.05%-100.1pp | 478.56%-456.6pp |
| Employer contribution / active EE | $2,724 | $5,873-53.6% | $5,167-47.3% | $4,837-43.7% |
| Participant deferral / active EE | $3,907 | $6,356-38.5% | $5,568-29.8% | $6,341-38.4% |
| Admin fee / account holder | $3,987 | $19,811-79.9% | $16,237-75.4% | $12,309-67.6% |