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 | $661,695 | $159,602+314.6% | $150,045+341.0% | $142,382+364.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 12.40% | 70.24%-57.8pp | 62.55%-50.2pp | 217.08%-204.7pp |
| Employer contribution / active EE | $2,635 | $4,961-46.9% | $4,693-43.9% | $4,299-38.7% |
| Participant deferral / active EE | $11,026 | $8,310+32.7% | $7,997+37.9% | $6,507+69.4% |
| Admin fee / account holder | $32,229 | $14,846+117.1% | $13,435+139.9% | $12,624+155.3% |