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 | $449,787 | $165,984+171.0% | $164,813+172.9% | $145,922+208.2% |
| Participation rate | 75.0% | 82.0%-7.0pp | 78.6%-3.6pp | 80.3%-5.3pp |
| Annual return | 19.03% | 100.03%-81.0pp | 69.93%-50.9pp | 561.29%-542.3pp |
| Employer contribution / active EE | $23,853 | $5,273+352.4% | $4,341+449.5% | $4,660+411.9% |
| Participant deferral / active EE | $15,399 | $6,959+121.3% | $6,031+155.3% | $6,688+130.3% |
| Admin fee / account holder | $228,984 | $16,648+1275.5% | $12,690+1704.5% | $13,397+1609.2% |