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 | $513,362 | $183,519+179.7% | $155,509+230.1% | $145,922+251.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 21.21% | 61.17%-40.0pp | 64.67%-43.5pp | 561.29%-540.1pp |
| Employer contribution / active EE | $2,846 | $5,313-46.4% | $4,672-39.1% | $4,660-38.9% |
| Participant deferral / active EE | $7,321 | $6,462+13.3% | $5,626+30.1% | $6,688+9.5% |
| Admin fee / account holder | $3,634 | $19,313-81.2% | $15,912-77.2% | $13,397-72.9% |