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 | $535,247 | $176,812+202.7% | $146,665+264.9% | $167,490+219.6% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 20.31% | 24.03%-3.7pp | 22.74%-2.4pp | 478.56%-458.2pp |
| Employer contribution / active EE | $5,903 | $5,160+14.4% | $4,136+42.7% | $4,837+22.0% |
| Participant deferral / active EE | $14,550 | $6,440+125.9% | $5,506+164.3% | $6,341+129.5% |
| Admin fee / account holder | $48,449 | $13,259+265.4% | $10,280+371.3% | $12,309+293.6% |