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 | $722,235 | $148,534+386.2% | $135,903+431.4% | $139,434+418.0% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 22.92% | 79.19%-56.3pp | 68.23%-45.3pp | 372.94%-350.0pp |
| Employer contribution / active EE | $2,291 | $5,243-56.3% | $4,856-52.8% | $4,751-51.8% |
| Participant deferral / active EE | $4,301 | $8,100-46.9% | $7,758-44.6% | $6,710-35.9% |
| Admin fee / account holder | $18,502 | $12,400+49.2% | $10,762+71.9% | $11,403+62.3% |