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 | $657,402 | $152,587+330.8% | $125,175+425.2% | $152,861+330.1% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 30.61% | 54.84%-24.2pp | 43.79%-13.2pp | 345.32%-314.7pp |
| Employer contribution / active EE | $2,591 | $4,946-47.6% | $3,865-33.0% | $4,762-45.6% |
| Participant deferral / active EE | $8,126 | $5,868+38.5% | $4,937+64.6% | $5,850+38.9% |
| Admin fee / account holder | $13,207 | $13,434-1.7% | $9,702+36.1% | $11,596+13.9% |