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 | $528,054 | $105,859+398.8% | $90,160+485.7% | $147,584+257.8% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 18.72% | 37.63%-18.9pp | 34.88%-16.2pp | 578.55%-559.8pp |
| Employer contribution / active EE | $21,917 | $4,126+431.2% | $3,318+560.5% | $4,876+349.5% |
| Participant deferral / active EE | $16,424 | $5,733+186.5% | $5,288+210.6% | $5,439+202.0% |
| Admin fee / account holder | $12,184 | $8,046+51.4% | $5,943+105.0% | $10,885+11.9% |