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 | $546,216 | $201,272+171.4% | $184,203+196.5% | $145,922+274.3% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 16.01% | 29.00%-13.0pp | 28.81%-12.8pp | 561.29%-545.3pp |
| Employer contribution / active EE | $2,030 | $7,022-71.1% | $6,427-68.4% | $4,660-56.4% |
| Participant deferral / active EE | $10,479 | $9,806+6.9% | $9,131+14.8% | $6,688+56.7% |
| Admin fee / account holder | $1,971 | $16,364-88.0% | $13,901-85.8% | $13,397-85.3% |