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 | $796,854 | $148,534+436.5% | $135,903+486.3% | $139,434+471.5% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 15.87% | 79.19%-63.3pp | 68.23%-52.4pp | 372.94%-357.1pp |
| Employer contribution / active EE | $1,050 | $5,243-80.0% | $4,856-78.4% | $4,751-77.9% |
| Participant deferral / active EE | $10,250 | $8,100+26.5% | $7,758+32.1% | $6,710+52.8% |
| Admin fee / account holder | $26,807 | $12,400+116.2% | $10,762+149.1% | $11,403+135.1% |