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 | $424,603 | $201,272+111.0% | $184,203+130.5% | $145,922+191.0% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 17.30% | 29.00%-11.7pp | 28.81%-11.5pp | 561.29%-544.0pp |
| Employer contribution / active EE | $11,057 | $7,022+57.5% | $6,427+72.0% | $4,660+137.3% |
| Participant deferral / active EE | $13,260 | $9,806+35.2% | $9,131+45.2% | $6,688+98.3% |
| Admin fee / account holder | $2,058 | $16,364-87.4% | $13,901-85.2% | $13,397-84.6% |