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 | $574,089 | $201,272+185.2% | $184,203+211.7% | $145,922+293.4% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 25.49% | 29.00%-3.5pp | 28.81%-3.3pp | 561.29%-535.8pp |
| Employer contribution / active EE | $11,093 | $7,022+58.0% | $6,427+72.6% | $4,660+138.1% |
| Participant deferral / active EE | $15,438 | $9,806+57.4% | $9,131+69.1% | $6,688+130.8% |
| Admin fee / account holder | $4,400 | $16,364-73.1% | $13,901-68.3% | $13,397-67.2% |