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 | $464,547 | $227,553+104.1% | $189,557+145.1% | $167,490+177.4% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 15.18% | 78.40%-63.2pp | 64.17%-49.0pp | 478.56%-463.4pp |
| Employer contribution / active EE | $1,372 | $5,316-74.2% | $4,412-68.9% | $4,837-71.6% |
| Participant deferral / active EE | $8,000 | $7,002+14.3% | $6,174+29.6% | $6,341+26.2% |
| Admin fee / account holder | $442 | $11,878-96.3% | $9,807-95.5% | $12,309-96.4% |