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 | $682,536 | $176,812+286.0% | $146,665+365.4% | $167,490+307.5% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 17.73% | 24.03%-6.3pp | 22.74%-5.0pp | 478.56%-460.8pp |
| Employer contribution / active EE | $17,247 | $5,160+234.2% | $4,136+317.0% | $4,837+256.5% |
| Participant deferral / active EE | $6,175 | $6,440-4.1% | $5,506+12.2% | $6,341-2.6% |
| Admin fee / account holder | $35,160 | $13,259+165.2% | $10,280+242.0% | $12,309+185.6% |