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 | $507,691 | $183,519+176.6% | $155,509+226.5% | $145,922+247.9% |
| Participation rate | 88.2% | 82.7%+5.6pp | 78.2%+10.0pp | 80.3%+8.0pp |
| Annual return | 14.65% | 61.17%-46.5pp | 64.67%-50.0pp | 561.29%-546.6pp |
| Employer contribution / active EE | $4,658 | $5,313-12.3% | $4,672-0.3% | $4,6600% |
| Participant deferral / active EE | $4,946 | $6,462-23.5% | $5,626-12.1% | $6,688-26.1% |
| Admin fee / account holder | $5,547 | $19,313-71.3% | $15,912-65.1% | $13,397-58.6% |