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 | $474,997 | $210,698+125.4% | $178,014+166.8% | $145,959+225.4% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 8.15% | 386.27%-378.1pp | 294.80%-286.7pp | 561.95%-553.8pp |
| Employer contribution / active EE | $723 | $4,567-84.2% | $3,950-81.7% | $4,661-84.5% |
| Participant deferral / active EE | $5,125 | $6,958-26.3% | $6,276-18.3% | $6,689-23.4% |
| Admin fee / account holder | $16,513 | $12,016+37.4% | $10,362+59.4% | $13,398+23.2% |