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 | $778,516 | $217,402+258.1% | $185,823+319.0% | $167,490+364.8% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 24.52% | 148.36%-123.8pp | 122.05%-97.5pp | 478.56%-454.0pp |
| Employer contribution / active EE | $5,201 | $5,873-11.5% | $5,167+0.6% | $4,837+7.5% |
| Participant deferral / active EE | $11,396 | $6,356+79.3% | $5,568+104.7% | $6,341+79.7% |
| Admin fee / account holder | $24,559 | $19,811+24.0% | $16,237+51.3% | $12,309+99.5% |