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 | $549,008 | $183,519+199.2% | $155,509+253.0% | $145,922+276.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 8.90% | 61.17%-52.3pp | 64.67%-55.8pp | 561.29%-552.4pp |
| Employer contribution / active EE | $5,235 | $5,313-1.5% | $4,672+12.0% | $4,660+12.3% |
| Participant deferral / active EE | $7,536 | $6,462+16.6% | $5,626+33.9% | $6,688+12.7% |
| Admin fee / account holder | $6,251 | $19,313-67.6% | $15,912-60.7% | $13,397-53.3% |