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 | $868,190 | $180,028+382.3% | $138,135+528.5% | $158,922+446.3% |
| Participation rate | 100.0% | 82.2%+17.8pp | 78.7%+21.3pp | 82.0%+18.0pp |
| Annual return | 12.07% | 21.68%-9.6pp | 20.51%-8.4pp | 302.83%-290.8pp |
| Employer contribution / active EE | $10,149 | $7,470+35.9% | $5,587+81.7% | $4,761+113.2% |
| Participant deferral / active EE | $10,938 | $7,717+41.7% | $6,431+70.1% | $5,982+82.9% |
| Admin fee / account holder | $4,403 | $17,912-75.4% | $11,856-62.9% | $11,246-60.8% |