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 | $487,234 | $111,301+337.8% | $112,977+331.3% | $158,922+206.6% |
| Participation rate | 100.0% | 83.5%+16.5pp | 82.6%+17.4pp | 82.0%+18.0pp |
| Annual return | 10.42% | 26.40%-16.0pp | 24.24%-13.8pp | 302.83%-292.4pp |
| Employer contribution / active EE | $10,102 | $4,471+125.9% | $4,255+137.4% | $4,761+112.2% |
| Participant deferral / active EE | $14,230 | $5,880+142.0% | $5,836+143.8% | $5,982+137.9% |
| Admin fee / account holder | $2,023 | $8,392-75.9% | $6,294-67.9% | $11,246-82.0% |