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 | $776,531 | $159,602+386.5% | $150,045+417.5% | $142,382+445.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 21.99% | 70.24%-48.3pp | 62.55%-40.6pp | 217.08%-195.1pp |
| Employer contribution / active EE | $3,752 | $4,961-24.4% | $4,693-20.0% | $4,299-12.7% |
| Participant deferral / active EE | $23,576 | $8,310+183.7% | $7,997+194.8% | $6,507+262.3% |
| Admin fee / account holder | $6,375 | $14,846-57.1% | $13,435-52.6% | $12,624-49.5% |