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 7-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 | $406,037 | $201,272+101.7% | $184,203+120.4% | $145,922+178.3% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 14.98% | 29.00%-14.0pp | 28.81%-13.8pp | 561.29%-546.3pp |
| Employer contribution / active EE | $5,480 | $7,022-22.0% | $6,427-14.7% | $4,660+17.6% |
| Participant deferral / active EE | $13,399 | $9,806+36.6% | $9,131+46.7% | $6,688+100.3% |
| Admin fee / account holder | $11,985 | $16,364-26.8% | $13,901-13.8% | $13,397-10.5% |