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 | $646,902 | $177,572+264.3% | $154,803+317.9% | $142,382+354.3% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 18.38% | 65.07%-46.7pp | 58.88%-40.5pp | 217.08%-198.7pp |
| Employer contribution / active EE | $1,781 | $4,810-63.0% | $4,305-58.6% | $4,299-58.6% |
| Participant deferral / active EE | $5,295 | $6,272-15.6% | $5,540-4.4% | $6,507-18.6% |
| Admin fee / account holder | $22,381 | $16,786+33.3% | $14,329+56.2% | $12,624+77.3% |