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 | $707,300 | $180,449+292.0% | $154,107+359.0% | $135,375+422.5% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -5.12% | 888.09%-893.2pp | 735.12%-740.2pp | 519.73%-524.9pp |
| Employer contribution / active EE | $6,729 | $6,035+11.5% | $5,298+27.0% | $4,779+40.8% |
| Participant deferral / active EE | $8,818 | $5,806+51.9% | $5,081+73.6% | $5,609+57.2% |
| Admin fee / account holder | $33,657 | $16,143+108.5% | $13,411+151.0% | $10,827+210.9% |