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 | $476,492 | $117,841+304.4% | $102,423+365.2% | $145,922+226.5% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 30.96% | 31.65%-0.7pp | 29.32%+1.6pp | 561.29%-530.3pp |
| Employer contribution / active EE | $4,379 | $3,615+21.1% | $3,023+44.8% | $4,660-6.0% |
| Participant deferral / active EE | $9,535 | $5,731+66.4% | $5,053+88.7% | $6,688+42.6% |
| Admin fee / account holder | $13,594 | $13,326+2.0% | $9,451+43.8% | $13,397+1.5% |