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 | $490,857 | $104,486+369.8% | $76,817+539.0% | $152,861+221.1% |
| Participation rate | 100.0% | 76.6%+23.4pp | 72.1%+27.9pp | 82.4%+17.6pp |
| Annual return | 16.64% | 1013.37%-996.7pp | 1166.11%-1149.5pp | 345.32%-328.7pp |
| Employer contribution / active EE | $2,392 | $3,116-23.2% | $2,302+3.9% | $4,762-49.8% |
| Participant deferral / active EE | $3,254 | $4,236-23.2% | $3,336-2.4% | $5,850-44.4% |
| Admin fee / account holder | $8,672 | $12,275-29.4% | $6,420+35.1% | $11,596-25.2% |