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 | $535,927 | $163,101+228.6% | $136,749+291.9% | $142,382+276.4% |
| Participation rate | 100.0% | 78.2%+21.8pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 14.89% | 27.54%-12.7pp | 24.33%-9.4pp | 217.08%-202.2pp |
| Employer contribution / active EE | $2,717 | $4,117-34.0% | $3,400-20.1% | $4,299-36.8% |
| Participant deferral / active EE | $11,105 | $5,585+98.8% | $4,692+136.7% | $6,507+70.7% |
| Admin fee / account holder | $20,021 | $14,318+39.8% | $11,386+75.8% | $12,624+58.6% |