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 | $102,245+450.3% | $89,340+529.8% | $137,256+309.9% |
| Participation rate | 100.0% | 74.9%+25.1pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 104.88% | 21.89%+83.0pp | 20.57%+84.3pp | 220.34%-115.5pp |
| Employer contribution / active EE | $3,454 | $2,529+36.6% | $2,231+54.8% | $4,156-16.9% |
| Participant deferral / active EE | $11,736 | $4,436+164.5% | $3,823+207.0% | $6,407+83.2% |
| Admin fee / account holder | $5,500 | $8,085-32.0% | $6,704-18.0% | $12,270-55.2% |