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 | $714,438 | $154,228+363.2% | $145,433+391.2% | $137,256+420.5% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 16.47% | 74.59%-58.1pp | 66.58%-50.1pp | 220.34%-203.9pp |
| Employer contribution / active EE | $7,746 | $4,804+61.2% | $4,554+70.1% | $4,156+86.4% |
| Participant deferral / active EE | $24,023 | $8,216+192.4% | $7,897+204.2% | $6,407+275.0% |
| Admin fee / account holder | $12,459 | $14,344-13.1% | $13,129-5.1% | $12,270+1.5% |