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 | $553,340 | $157,256+251.9% | $141,162+292.0% | $152,861+262.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 24.05% | 64.32%-40.3pp | 71.39%-47.3pp | 345.32%-321.3pp |
| Employer contribution / active EE | $5,800 | $5,261+10.2% | $4,735+22.5% | $4,762+21.8% |
| Participant deferral / active EE | $7,343 | $7,109+3.3% | $6,709+9.4% | $5,850+25.5% |
| Admin fee / account holder | $12,286 | $12,120+1.4% | $10,261+19.7% | $11,596+5.9% |