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 | $402,446 | $125,758+220.0% | $169,993+136.7% | $75,163+435.4% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.0%+13.0pp | 67.2%+32.8pp |
| Annual return | 16.23% | 27.20%-11.0pp | 53.37%-37.1pp | 160.62%-144.4pp |
| Employer contribution / active EE | $24,090 | $4,615+422.0% | $6,785+255.0% | $2,670+802.3% |
| Participant deferral / active EE | $18,967 | $6,837+177.4% | $10,408+82.2% | $4,125+359.8% |
| Admin fee / account holder | $40,445 | $8,173+394.8% | $12,815+215.6% | $5,651+615.7% |