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 3-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 | $504,205 | $201,272+150.5% | $184,203+173.7% | $145,922+245.5% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 18.33% | 29.00%-10.7pp | 28.81%-10.5pp | 561.29%-543.0pp |
| Employer contribution / active EE | $6,512 | $7,022-7.3% | $6,427+1.3% | $4,660+39.8% |
| Participant deferral / active EE | $16,078 | $9,806+64.0% | $9,131+76.1% | $6,688+140.4% |
| Admin fee / account holder | $3,657 | $16,364-77.7% | $13,901-73.7% | $13,397-72.7% |