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 | $484,532 | $159,602+203.6% | $150,045+222.9% | $142,382+240.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 12.51% | 70.24%-57.7pp | 62.55%-50.0pp | 217.08%-204.6pp |
| Employer contribution / active EE | $7,149 | $4,961+44.1% | $4,693+52.3% | $4,299+66.3% |
| Participant deferral / active EE | $16,370 | $8,310+97.0% | $7,997+104.7% | $6,507+151.6% |
| Admin fee / account holder | $214,298 | $14,846+1343.4% | $13,435+1495.1% | $12,624+1597.6% |