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 | $408,734 | $201,272+103.1% | $184,203+121.9% | $145,922+180.1% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 15.25% | 29.00%-13.7pp | 28.81%-13.6pp | 561.29%-546.0pp |
| Employer contribution / active EE | $4,745 | $7,022-32.4% | $6,427-26.2% | $4,660+1.8% |
| Participant deferral / active EE | $21,440 | $9,806+118.6% | $9,131+134.8% | $6,688+220.6% |
| Admin fee / account holder | $137,104 | $16,364+737.9% | $13,901+886.3% | $13,397+923.4% |