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 | $878,869 | $210,343+317.8% | $153,432+472.8% | $145,959+502.1% |
| Participation rate | 100.0% | 82.1%+17.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 9.83% | 13.38%-3.5pp | 15.66%-5.8pp | 561.95%-552.1pp |
| Employer contribution / active EE | $5,473 | $6,047-9.5% | $5,038+8.6% | $4,661+17.4% |
| Participant deferral / active EE | $13,471 | $7,977+68.9% | $6,757+99.3% | $6,689+101.4% |
| Admin fee / account holder | $10,545 | $19,424-45.7% | $12,725-17.1% | $13,398-21.3% |