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 | $455,438 | $192,717+136.3% | $142,449+219.7% | $139,434+226.6% |
| Participation rate | 100.0% | 81.5%+18.5pp | 76.8%+23.2pp | 80.3%+19.7pp |
| Annual return | 11.55% | 17.99%-6.4pp | 19.99%-8.4pp | 372.94%-361.4pp |
| Employer contribution / active EE | $9,580 | $5,806+65.0% | $4,847+97.6% | $4,751+101.6% |
| Participant deferral / active EE | $21,919 | $7,208+204.1% | $6,283+248.8% | $6,710+226.7% |
| Admin fee / account holder | $2,706 | $15,124-82.1% | $10,011-73.0% | $11,403-76.3% |