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 | $760,280 | $214,378+254.6% | $200,582+279.0% | $142,382+434.0% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 24.03% | 46.41%-22.4pp | 42.33%-18.3pp | 217.08%-193.0pp |
| Employer contribution / active EE | $3,735 | $6,841-45.4% | $6,419-41.8% | $4,299-13.1% |
| Participant deferral / active EE | $10,488 | $9,865+6.3% | $9,331+12.4% | $6,507+61.2% |
| Admin fee / account holder | $20,760 | $17,692+17.3% | $16,305+27.3% | $12,624+64.4% |