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 | $615,260 | $185,822+231.1% | $169,993+261.9% | $139,434+341.3% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 14.95% | 60.50%-45.5pp | 53.37%-38.4pp | 372.94%-358.0pp |
| Employer contribution / active EE | $10,000 | $7,590+31.8% | $6,785+47.4% | $4,751+110.5% |
| Participant deferral / active EE | $13,698 | $11,622+17.9% | $10,408+31.6% | $6,710+104.1% |
| Admin fee / account holder | $17,630 | $15,381+14.6% | $12,815+37.6% | $11,403+54.6% |