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 | $622,785 | $165,984+275.2% | $164,813+277.9% | $145,922+326.8% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 84.73% | 100.03%-15.3pp | 69.93%+14.8pp | 561.29%-476.6pp |
| Employer contribution / active EE | $3,638 | $5,273-31.0% | $4,341-16.2% | $4,660-21.9% |
| Participant deferral / active EE | $19,784 | $6,959+184.3% | $6,031+228.0% | $6,688+195.8% |
| Admin fee / account holder | $944 | $16,648-94.3% | $12,690-92.6% | $13,397-93.0% |