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 | $490,268 | $179,726+172.8% | $156,263+213.7% | $142,382+244.3% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 17.36% | 77.86%-60.5pp | 59.47%-42.1pp | 217.08%-199.7pp |
| Employer contribution / active EE | $6,022 | $5,069+18.8% | $4,333+39.0% | $4,299+40.1% |
| Participant deferral / active EE | $8,766 | $6,956+26.0% | $6,158+42.3% | $6,507+34.7% |
| Admin fee / account holder | $1,378 | $17,272-92.0% | $14,255-90.3% | $12,624-89.1% |