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 | $496,315 | $198,466+150.1% | $170,442+191.2% | $147,584+236.3% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 10.77% | 257.29%-246.5pp | 205.93%-195.2pp | 578.55%-567.8pp |
| Employer contribution / active EE | $3,243 | $6,184-47.6% | $5,433-40.3% | $4,876-33.5% |
| Participant deferral / active EE | $9,357 | $5,629+66.2% | $4,939+89.4% | $5,439+72.0% |
| Admin fee / account holder | $4,526 | $16,852-73.1% | $13,880-67.4% | $10,885-58.4% |