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 | $532,202 | $159,602+233.5% | $150,045+254.7% | $142,382+273.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 12.89% | 70.24%-57.3pp | 62.55%-49.7pp | 217.08%-204.2pp |
| Employer contribution / active EE | $3,097 | $4,961-37.6% | $4,693-34.0% | $4,299-28.0% |
| Participant deferral / active EE | $13,926 | $8,310+67.6% | $7,997+74.1% | $6,507+114.0% |
| Admin fee / account holder | $301,508 | $14,846+1930.8% | $13,435+2144.2% | $12,624+2288.4% |