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 | $547,219 | $238,490+129.5% | $180,183+203.7% | $142,382+284.3% |
| Participation rate | 100.0% | 82.3%+17.7pp | 77.4%+22.6pp | 80.1%+19.9pp |
| Annual return | 10.46% | 33.56%-23.1pp | 27.86%-17.4pp | 217.08%-206.6pp |
| Employer contribution / active EE | $6,047 | $6,143-1.6% | $5,039+20.0% | $4,299+40.7% |
| Participant deferral / active EE | $14,559 | $7,996+82.1% | $6,822+113.4% | $6,507+123.7% |
| Admin fee / account holder | $2,450 | $28,866-91.5% | $19,975-87.7% | $12,624-80.6% |