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 | $943,172 | $159,602+491.0% | $150,045+528.6% | $142,382+562.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 21.45% | 70.24%-48.8pp | 62.55%-41.1pp | 217.08%-195.6pp |
| Employer contribution / active EE | $5,040 | $4,961+1.6% | $4,693+7.4% | $4,299+17.2% |
| Participant deferral / active EE | $15,169 | $8,310+82.5% | $7,997+89.7% | $6,507+133.1% |
| Admin fee / account holder | $8,976 | $14,846-39.5% | $13,435-33.2% | $12,624-28.9% |