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 | $821,716 | $110,257+645.3% | $96,544+751.1% | $139,434+489.3% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 14.58% | 26.32%-11.7pp | 25.84%-11.3pp | 372.94%-358.4pp |
| Employer contribution / active EE | $3,723 | $3,620+2.9% | $2,965+25.6% | $4,751-21.6% |
| Participant deferral / active EE | $6,030 | $5,548+8.7% | $4,851+24.3% | $6,710-10.1% |
| Admin fee / account holder | $7,389 | $11,591-36.3% | $8,252-10.5% | $11,403-35.2% |