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 | $450,068 | $176,056+155.6% | $159,436+182.3% | $167,490+168.7% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 15.38% | 331.75%-316.4pp | 263.57%-248.2pp | 478.56%-463.2pp |
| Employer contribution / active EE | $3,062 | $5,297-42.2% | $4,829-36.6% | $4,837-36.7% |
| Participant deferral / active EE | $12,704 | $7,750+63.9% | $7,352+72.8% | $6,341+100.3% |
| Admin fee / account holder | $2,239 | $12,554-82.2% | $10,799-79.3% | $12,309-81.8% |