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 | $505,009 | $160,055+215.5% | $140,016+260.7% | $135,375+273.0% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | 3.16% | 911.38%-908.2pp | 651.12%-648.0pp | 519.73%-516.6pp |
| Employer contribution / active EE | $3,851 | $6,420-40.0% | $5,606-31.3% | $4,779-19.4% |
| Participant deferral / active EE | $15,989 | $7,642+109.2% | $6,927+130.8% | $5,609+185.1% |
| Admin fee / account holder | $10,293 | $13,328-22.8% | $10,705-3.9% | $10,827-4.9% |