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 | $912,077 | $117,841+674.0% | $102,423+790.5% | $145,922+525.0% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 10.49% | 31.65%-21.2pp | 29.32%-18.8pp | 561.29%-550.8pp |
| Employer contribution / active EE | $4,787 | $3,615+32.4% | $3,023+58.3% | $4,660+2.7% |
| Participant deferral / active EE | $5,839 | $5,731+1.9% | $5,053+15.6% | $6,688-12.7% |
| Admin fee / account holder | $8,519 | $13,326-36.1% | $9,451-9.9% | $13,397-36.4% |