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 | $516,341 | $176,812+192.0% | $146,665+252.1% | $167,490+208.3% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 19.18% | 24.03%-4.9pp | 22.74%-3.6pp | 478.56%-459.4pp |
| Employer contribution / active EE | $3,492 | $5,160-32.3% | $4,136-15.6% | $4,837-27.8% |
| Participant deferral / active EE | $8,809 | $6,440+36.8% | $5,506+60.0% | $6,341+38.9% |
| Admin fee / account holder | $3,298 | $13,259-75.1% | $10,280-67.9% | $12,309-73.2% |