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 | $427,355 | $201,272+112.3% | $184,203+132.0% | $145,922+192.9% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 20.99% | 29.00%-8.0pp | 28.81%-7.8pp | 561.29%-540.3pp |
| Employer contribution / active EE | $13,471 | $7,022+91.8% | $6,427+109.6% | $4,660+189.1% |
| Participant deferral / active EE | $31,604 | $9,806+222.3% | $9,131+246.1% | $6,688+372.6% |
| Admin fee / account holder | $15,990 | $16,364-2.3% | $13,901+15.0% | $13,397+19.4% |