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 | $451,814 | $817,678-44.7% | $392,568+15.1% | $152,861+195.6% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.1%+21.9pp | 82.4%+17.6pp |
| Annual return | 20.92% | 22.84%-1.9pp | 24.42%-3.5pp | 345.32%-324.4pp |
| Employer contribution / active EE | $8,589 | $5,502+56.1% | $3,783+127.0% | $4,762+80.4% |
| Participant deferral / active EE | $15,208 | $8,398+81.1% | $5,985+154.1% | $5,850+160.0% |
| Admin fee / account holder | $25,671 | $12,095+112.2% | $6,260+310.1% | $11,596+121.4% |