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 | $613,096 | $176,812+246.8% | $146,665+318.0% | $167,490+266.0% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 21.18% | 24.03%-2.9pp | 22.74%-1.6pp | 478.56%-457.4pp |
| Employer contribution / active EE | $5,882 | $5,160+14.0% | $4,136+42.2% | $4,837+21.6% |
| Participant deferral / active EE | $14,539 | $6,440+125.8% | $5,506+164.1% | $6,341+129.3% |
| Admin fee / account holder | $108,046 | $13,259+714.9% | $10,280+951.1% | $12,309+777.8% |