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 | $553,871 | $201,272+175.2% | $184,203+200.7% | $145,922+279.6% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 11.67% | 29.00%-17.3pp | 28.81%-17.1pp | 561.29%-549.6pp |
| Employer contribution / active EE | $36,119 | $7,022+414.4% | $6,427+462.0% | $4,660+675.2% |
| Participant deferral / active EE | $24,520 | $9,806+150.1% | $9,131+168.5% | $6,688+266.6% |
| Admin fee / account holder | $5,821 | $16,364-64.4% | $13,901-58.1% | $13,397-56.5% |