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 | $477,509 | $190,805+150.3% | $159,960+198.5% | $134,475+255.1% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | 4.48% | 552.23%-547.8pp | 408.60%-404.1pp | 417.96%-413.5pp |
| Employer contribution / active EE | $1,313 | $4,995-73.7% | $4,226-68.9% | $4,740-72.3% |
| Participant deferral / active EE | $6,667 | $6,923-3.7% | $6,182+7.8% | $6,400+4.2% |
| Admin fee / account holder | $15,839 | $10,471+51.3% | $8,698+82.1% | $11,426+38.6% |