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 | $515,733 | $154,228+234.4% | $145,433+254.6% | $137,256+275.7% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 13.10% | 74.59%-61.5pp | 66.58%-53.5pp | 220.34%-207.2pp |
| Employer contribution / active EE | $3,542 | $4,804-26.3% | $4,554-22.2% | $4,156-14.8% |
| Participant deferral / active EE | $8,210 | $8,216-0.1% | $7,897+4.0% | $6,407+28.1% |
| Admin fee / account holder | $180,346 | $14,344+1157.3% | $13,129+1273.6% | $12,270+1369.8% |