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 | $659,228 | $179,726+266.8% | $156,263+321.9% | $142,382+363.0% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 14.83% | 77.86%-63.0pp | 59.47%-44.6pp | 217.08%-202.2pp |
| Employer contribution / active EE | $2,777 | $5,069-45.2% | $4,333-35.9% | $4,299-35.4% |
| Participant deferral / active EE | $8,558 | $6,956+23.0% | $6,158+39.0% | $6,507+31.5% |
| Admin fee / account holder | $35,109 | $17,272+103.3% | $14,255+146.3% | $12,624+178.1% |