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 | $585,916 | $175,202+234.4% | $149,673+291.5% | $139,434+320.2% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 15.69% | 166.71%-151.0pp | 134.42%-118.7pp | 372.94%-357.3pp |
| Employer contribution / active EE | $2,021 | $5,474-63.1% | $4,818-58.0% | $4,751-57.5% |
| Participant deferral / active EE | $3,830 | $6,519-41.3% | $5,680-32.6% | $6,710-42.9% |
| Admin fee / account holder | $8,211 | $16,150-49.2% | $13,210-37.8% | $11,403-28.0% |