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 | $467,930 | $175,202+167.1% | $149,673+212.6% | $139,434+235.6% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 17.90% | 166.71%-148.8pp | 134.42%-116.5pp | 372.94%-355.0pp |
| Employer contribution / active EE | $2,362 | $5,474-56.8% | $4,818-51.0% | $4,751-50.3% |
| Participant deferral / active EE | $2,339 | $6,519-64.1% | $5,680-58.8% | $6,710-65.1% |
| Admin fee / account holder | $26,239 | $16,150+62.5% | $13,210+98.6% | $11,403+130.1% |