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 | $496,258 | $176,056+181.9% | $159,436+211.3% | $167,490+196.3% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 30.17% | 331.75%-301.6pp | 263.57%-233.4pp | 478.56%-448.4pp |
| Employer contribution / active EE | $10,101 | $5,297+90.7% | $4,829+109.2% | $4,837+108.8% |
| Participant deferral / active EE | $6,784 | $7,750-12.5% | $7,352-7.7% | $6,341+7.0% |
| Admin fee / account holder | $6,768 | $12,554-46.1% | $10,799-37.3% | $12,309-45.0% |