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 | $558,888 | $159,602+250.2% | $150,045+272.5% | $142,382+292.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 13.85% | 70.24%-56.4pp | 62.55%-48.7pp | 217.08%-203.2pp |
| Employer contribution / active EE | $27,784 | $4,961+460.1% | $4,693+492.0% | $4,299+546.3% |
| Participant deferral / active EE | $8,567 | $8,310+3.1% | $7,997+7.1% | $6,507+31.7% |
| Admin fee / account holder | $2,084 | $14,846-86.0% | $13,435-84.5% | $12,624-83.5% |