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 | $599,994 | $183,519+226.9% | $155,509+285.8% | $145,922+311.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 19.69% | 61.17%-41.5pp | 64.67%-45.0pp | 561.29%-541.6pp |
| Employer contribution / active EE | $4,769 | $5,313-10.2% | $4,672+2.1% | $4,660+2.3% |
| Participant deferral / active EE | $6,954 | $6,462+7.6% | $5,626+23.6% | $6,688+4.0% |
| Admin fee / account holder | $2,906 | $19,313-85.0% | $15,912-81.7% | $13,397-78.3% |