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 | $871,579 | $228,332+281.7% | $185,823+369.0% | $158,922+448.4% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 6.36% | 40.80%-34.4pp | 35.95%-29.6pp | 302.83%-296.5pp |
| Employer contribution / active EE | $6,401 | $4,967+28.9% | $4,087+56.6% | $4,761+34.4% |
| Participant deferral / active EE | $7,513 | $6,415+17.1% | $5,632+33.4% | $5,982+25.6% |
| Admin fee / account holder | $296,869 | $11,864+2402.3% | $9,500+3024.9% | $11,246+2539.8% |