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 | $512,163 | $210,408+143.4% | $153,485+233.7% | $145,922+251.0% |
| Participation rate | 100.0% | 82.1%+17.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 12.39% | 13.37%-1.0pp | 15.65%-3.3pp | 561.29%-548.9pp |
| Employer contribution / active EE | $26,823 | $6,048+343.5% | $5,039+432.4% | $4,660+475.7% |
| Participant deferral / active EE | $10,503 | $7,975+31.7% | $6,757+55.4% | $6,688+57.1% |
| Admin fee / account holder | $11,661 | $19,419-40.0% | $12,724-8.4% | $13,397-13.0% |