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 | $562,655 | $107,452+423.6% | $91,541+514.7% | $142,382+295.2% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 104.88% | 22.06%+82.8pp | 20.50%+84.4pp | 217.08%-112.2pp |
| Employer contribution / active EE | $3,454 | $2,994+15.4% | $2,505+37.9% | $4,299-19.7% |
| Participant deferral / active EE | $11,736 | $4,754+146.8% | $4,008+192.8% | $6,507+80.3% |
| Admin fee / account holder | $5,500 | $8,834-37.7% | $6,956-20.9% | $12,624-56.4% |