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 | $503,203 | $217,402+131.5% | $185,823+170.8% | $167,490+200.4% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 20.13% | 148.36%-128.2pp | 122.05%-101.9pp | 478.56%-458.4pp |
| Employer contribution / active EE | $5,563 | $5,873-5.3% | $5,167+7.7% | $4,837+15.0% |
| Participant deferral / active EE | $8,496 | $6,356+33.7% | $5,568+52.6% | $6,341+34.0% |
| Admin fee / account holder | $40,495 | $19,811+104.4% | $16,237+149.4% | $12,309+229.0% |