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 | $996,844 | $176,812+463.8% | $146,665+579.7% | $167,490+495.2% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 21.43% | 24.03%-2.6pp | 22.74%-1.3pp | 478.56%-457.1pp |
| Employer contribution / active EE | $1,742 | $5,160-66.2% | $4,136-57.9% | $4,837-64.0% |
| Participant deferral / active EE | $4,995 | $6,440-22.4% | $5,506-9.3% | $6,341-21.2% |
| Admin fee / account holder | $42,310 | $13,259+219.1% | $10,280+311.6% | $12,309+243.7% |