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 | $612,307 | $159,602+283.6% | $150,045+308.1% | $142,382+330.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 15.92% | 70.24%-54.3pp | 62.55%-46.6pp | 217.08%-201.2pp |
| Employer contribution / active EE | $1,227 | $4,961-75.3% | $4,693-73.9% | $4,299-71.5% |
| Participant deferral / active EE | $24,000 | $8,310+188.8% | $7,997+200.1% | $6,507+268.8% |
| Admin fee / account holder | $12,932 | $14,846-12.9% | $13,435-3.7% | $12,624+2.4% |