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 5-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 | $488,658 | $201,272+142.8% | $184,203+165.3% | $145,922+234.9% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 12.62% | 29.00%-16.4pp | 28.81%-16.2pp | 561.29%-548.7pp |
| Employer contribution / active EE | $29,100 | $7,022+314.4% | $6,427+352.8% | $4,660+524.5% |
| Participant deferral / active EE | $18,292 | $9,806+86.5% | $9,131+100.3% | $6,688+173.5% |
| Admin fee / account holder | $7,340 | $16,364-55.1% | $13,901-47.2% | $13,397-45.2% |