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 | $714,132 | $217,402+228.5% | $185,823+284.3% | $167,490+326.4% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 21.22% | 148.36%-127.1pp | 122.05%-100.8pp | 478.56%-457.3pp |
| Employer contribution / active EE | $6,183 | $5,873+5.3% | $5,167+19.6% | $4,837+27.8% |
| Participant deferral / active EE | $6,073 | $6,356-4.5% | $5,568+9.1% | $6,341-4.2% |
| Admin fee / account holder | $9,033 | $19,811-54.4% | $16,237-44.4% | $12,309-26.6% |