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 | $766,910 | $217,402+252.8% | $185,823+312.7% | $167,490+357.9% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 12.92% | 148.36%-135.4pp | 122.05%-109.1pp | 478.56%-465.6pp |
| Employer contribution / active EE | $12,023 | $5,873+104.7% | $5,167+132.7% | $4,837+148.5% |
| Participant deferral / active EE | $15,178 | $6,356+138.8% | $5,568+172.6% | $6,341+139.4% |
| Admin fee / account holder | $8,238 | $19,811-58.4% | $16,237-49.3% | $12,309-33.1% |