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 | $525,080 | $217,402+141.5% | $185,823+182.6% | $167,490+213.5% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 15.30% | 148.36%-133.1pp | 122.05%-106.8pp | 478.56%-463.3pp |
| Employer contribution / active EE | $6,863 | $5,873+16.9% | $5,167+32.8% | $4,837+41.9% |
| Participant deferral / active EE | $7,437 | $6,356+17.0% | $5,568+33.6% | $6,341+17.3% |
| Admin fee / account holder | $32,519 | $19,811+64.1% | $16,237+100.3% | $12,309+164.2% |