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 | $478,743 | $210,408+127.5% | $153,485+211.9% | $145,922+228.1% |
| Participation rate | 100.0% | 82.1%+17.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 21.49% | 13.37%+8.1pp | 15.65%+5.8pp | 561.29%-539.8pp |
| Employer contribution / active EE | $5,969 | $6,048-1.3% | $5,039+18.5% | $4,660+28.1% |
| Participant deferral / active EE | $13,415 | $7,975+68.2% | $6,757+98.5% | $6,688+100.6% |
| Admin fee / account holder | $20,638 | $19,419+6.3% | $12,724+62.2% | $13,397+54.1% |