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 | $408,544 | $179,726+127.3% | $156,263+161.4% | $142,382+186.9% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 12.97% | 77.86%-64.9pp | 59.47%-46.5pp | 217.08%-204.1pp |
| Employer contribution / active EE | $8,473 | $5,069+67.1% | $4,333+95.5% | $4,299+97.1% |
| Participant deferral / active EE | $4,343 | $6,956-37.6% | $6,158-29.5% | $6,507-33.3% |
| Admin fee / account holder | $55,043 | $17,272+218.7% | $14,255+286.1% | $12,624+336.0% |