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 | $876,552 | $117,841+643.8% | $102,423+755.8% | $145,922+500.7% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 25.13% | 31.65%-6.5pp | 29.32%-4.2pp | 561.29%-536.2pp |
| Employer contribution / active EE | $3,016 | $3,615-16.6% | $3,023-0.2% | $4,660-35.3% |
| Participant deferral / active EE | $12,606 | $5,731+120.0% | $5,053+149.5% | $6,688+88.5% |
| Admin fee / account holder | $7,508 | $13,326-43.7% | $9,451-20.6% | $13,397-44.0% |