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 | $696,946 | $201,272+246.3% | $184,203+278.4% | $145,922+377.6% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 18.45% | 29.00%-10.6pp | 28.81%-10.4pp | 561.29%-542.8pp |
| Employer contribution / active EE | $3,454 | $7,022-50.8% | $6,427-46.3% | $4,660-25.9% |
| Participant deferral / active EE | $11,240 | $9,806+14.6% | $9,131+23.1% | $6,688+68.1% |
| Admin fee / account holder | $19,743 | $16,364+20.7% | $13,901+42.0% | $13,397+47.4% |