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 | $577,825 | $217,402+165.8% | $185,823+211.0% | $167,490+245.0% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 16.99% | 148.36%-131.4pp | 122.05%-105.1pp | 478.56%-461.6pp |
| Employer contribution / active EE | $4,103 | $5,873-30.1% | $5,167-20.6% | $4,837-15.2% |
| Participant deferral / active EE | $11,802 | $6,356+85.7% | $5,568+112.0% | $6,341+86.1% |
| Admin fee / account holder | $32,481 | $19,811+64.0% | $16,237+100.0% | $12,309+163.9% |