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 | $525,982 | $179,726+192.7% | $156,263+236.6% | $142,382+269.4% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 15.00% | 77.86%-62.9pp | 59.47%-44.5pp | 217.08%-202.1pp |
| Employer contribution / active EE | $6,479 | $5,069+27.8% | $4,333+49.5% | $4,299+50.7% |
| Participant deferral / active EE | $31,259 | $6,956+349.4% | $6,158+407.6% | $6,507+380.4% |
| Admin fee / account holder | $3,030 | $17,272-82.5% | $14,255-78.7% | $12,624-76.0% |