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 | $426,840 | $102,828+315.1% | $105,387+305.0% | $152,861+179.2% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 18.38% | 20.85%-2.5pp | 26.82%-8.4pp | 345.32%-326.9pp |
| Employer contribution / active EE | $6,795 | $4,473+51.9% | $4,213+61.3% | $4,762+42.7% |
| Participant deferral / active EE | $10,763 | $5,465+96.9% | $5,502+95.6% | $5,850+84.0% |
| Admin fee / account holder | $21,417 | $8,683+146.7% | $6,559+226.6% | $11,596+84.7% |