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 | $577,793 | $100,970+472.2% | $96,576+498.3% | $137,256+321.0% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 13.91% | 38.16%-24.3pp | 38.47%-24.6pp | 220.34%-206.4pp |
| Employer contribution / active EE | $15,022 | $3,809+294.4% | $3,553+322.8% | $4,156+261.5% |
| Participant deferral / active EE | $7,387 | $8,286-10.9% | $7,956-7.2% | $6,407+15.3% |
| Admin fee / account holder | $128,437 | $11,312+1035.4% | $11,381+1028.5% | $12,270+946.7% |