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 5-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 | $624,664 | $201,272+210.4% | $184,203+239.1% | $145,922+328.1% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 22.39% | 29.00%-6.6pp | 28.81%-6.4pp | 561.29%-538.9pp |
| Employer contribution / active EE | $6,464 | $7,022-7.9% | $6,427+0.6% | $4,660+38.7% |
| Participant deferral / active EE | $28,221 | $9,806+187.8% | $9,131+209.1% | $6,688+322.0% |
| Admin fee / account holder | $9,673 | $16,364-40.9% | $13,901-30.4% | $13,397-27.8% |