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 | $845,841 | $104,974+705.8% | $95,585+784.9% | $142,382+494.1% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 19.99% | 210.33%-190.3pp | 38.56%-18.6pp | 217.08%-197.1pp |
| Employer contribution / active EE | $3,641 | $2,779+31.1% | $2,527+44.1% | $4,299-15.3% |
| Participant deferral / active EE | $17,861 | $4,352+310.4% | $4,023+344.0% | $6,507+174.5% |
| Admin fee / account holder | $8,153 | $6,386+27.7% | $6,127+33.1% | $12,624-35.4% |