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 | $528,602 | $217,402+143.1% | $185,823+184.5% | $167,490+215.6% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 13.50% | 148.36%-134.9pp | 122.05%-108.5pp | 478.56%-465.1pp |
| Employer contribution / active EE | $11,941 | $5,873+103.3% | $5,167+131.1% | $4,837+146.8% |
| Participant deferral / active EE | $8,084 | $6,356+27.2% | $5,568+45.2% | $6,341+27.5% |
| Admin fee / account holder | $1,089 | $19,811-94.5% | $16,237-93.3% | $12,309-91.2% |