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 | $765,322 | $152,587+401.6% | $125,175+511.4% | $152,861+400.7% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 24.23% | 54.84%-30.6pp | 43.79%-19.6pp | 345.32%-321.1pp |
| Employer contribution / active EE | $1,725 | $4,946-65.1% | $3,865-55.4% | $4,762-63.8% |
| Participant deferral / active EE | $4,940 | $5,868-15.8% | $4,937+0.1% | $5,850-15.6% |
| Admin fee / account holder | $27,941 | $13,434+108.0% | $9,702+188.0% | $11,596+140.9% |