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 | $681,571 | $159,934+326.2% | $147,005+363.6% | $145,959+367.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 11.26% | 98.24%-87.0pp | 418.76%-407.5pp | 561.95%-550.7pp |
| Employer contribution / active EE | $1,200 | $5,287-77.3% | $4,934-75.7% | $4,661-74.3% |
| Participant deferral / active EE | $4,714 | $8,427-44.1% | $8,070-41.6% | $6,689-29.5% |
| Admin fee / account holder | $21,219 | $15,053+41.0% | $13,006+63.1% | $13,398+58.4% |