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 | $913,270 | $209,411+336.1% | $178,490+411.7% | $158,922+474.7% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 7.91% | 188.75%-180.8pp | 151.07%-143.2pp | 302.83%-294.9pp |
| Employer contribution / active EE | $55,630 | $5,706+874.9% | $5,011+1010.3% | $4,761+1068.4% |
| Participant deferral / active EE | $4,105 | $5,954-31.1% | $5,202-21.1% | $5,982-31.4% |
| Admin fee / account holder | $95,166 | $17,074+457.4% | $13,984+580.5% | $11,246+746.2% |