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 | $457,276 | $217,402+110.3% | $185,823+146.1% | $167,490+173.0% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 14.98% | 148.36%-133.4pp | 122.05%-107.1pp | 478.56%-463.6pp |
| Employer contribution / active EE | $4,972 | $5,873-15.3% | $5,167-3.8% | $4,837+2.8% |
| Participant deferral / active EE | $10,567 | $6,356+66.2% | $5,568+89.8% | $6,341+66.6% |
| Admin fee / account holder | $2,256 | $19,811-88.6% | $16,237-86.1% | $12,309-81.7% |