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 | $478,256 | $201,272+137.6% | $184,203+159.6% | $145,922+227.7% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 14.00% | 29.00%-15.0pp | 28.81%-14.8pp | 561.29%-547.3pp |
| Employer contribution / active EE | $34,013 | $7,022+384.4% | $6,427+429.2% | $4,660+630.0% |
| Participant deferral / active EE | $8,941 | $9,806-8.8% | $9,131-2.1% | $6,688+33.7% |
| Admin fee / account holder | $529 | $16,364-96.8% | $13,901-96.2% | $13,397-96.1% |