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 | $537,277 | $154,228+248.4% | $145,433+269.4% | $137,256+291.4% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 18.19% | 74.59%-56.4pp | 66.58%-48.4pp | 220.34%-202.1pp |
| Employer contribution / active EE | $9,107 | $4,804+89.6% | $4,554+100.0% | $4,156+119.1% |
| Participant deferral / active EE | $28,362 | $8,216+245.2% | $7,897+259.1% | $6,407+342.7% |
| Admin fee / account holder | $4,063 | $14,344-71.7% | $13,129-69.1% | $12,270-66.9% |