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 | $713,420 | $165,335+331.5% | $149,696+376.6% | $158,922+348.9% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 11.48% | 348.15%-336.7pp | 276.60%-265.1pp | 302.83%-291.3pp |
| Employer contribution / active EE | $4,887 | $5,103-4.2% | $4,644+5.2% | $4,761+2.6% |
| Participant deferral / active EE | $12,142 | $7,181+69.1% | $6,842+77.5% | $5,982+103.0% |
| Admin fee / account holder | $15,804 | $10,807+46.2% | $9,309+69.8% | $11,246+40.5% |