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 | $716,376 | $118,450+504.8% | $98,439+627.7% | $139,434+413.8% |
| Participation rate | 100.0% | 77.4%+22.6pp | 75.2%+24.8pp | 80.3%+19.7pp |
| Annual return | 26.70% | 18.94%+7.8pp | 21.16%+5.5pp | 372.94%-346.2pp |
| Employer contribution / active EE | $2,937 | $3,609-18.6% | $3,048-3.6% | $4,751-38.2% |
| Participant deferral / active EE | $4,010 | $5,392-25.6% | $4,738-15.4% | $6,710-40.2% |
| Admin fee / account holder | $10,355 | $14,026-26.2% | $8,948+15.7% | $11,403-9.2% |