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 | $608,442 | $176,812+244.1% | $146,665+314.9% | $167,490+263.3% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 9.87% | 24.03%-14.2pp | 22.74%-12.9pp | 478.56%-468.7pp |
| Employer contribution / active EE | $19,660 | $5,160+281.0% | $4,136+375.3% | $4,837+306.4% |
| Participant deferral / active EE | $11,140 | $6,440+73.0% | $5,506+102.3% | $6,341+75.7% |
| Admin fee / account holder | $1,955 | $13,259-85.3% | $10,280-81.0% | $12,309-84.1% |