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 | $400,517 | $95,266+320.4% | $82,389+386.1% | $142,382+181.3% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.5%+30.5pp | 80.1%+19.9pp |
| Annual return | 17.06% | 25.74%-8.7pp | 28.67%-11.6pp | 217.08%-200.0pp |
| Employer contribution / active EE | $11,480 | $2,991+283.8% | $2,517+356.1% | $4,299+167.0% |
| Participant deferral / active EE | $6,601 | $4,809+37.3% | $4,155+58.9% | $6,507+1.4% |
| Admin fee / account holder | $1,488 | $8,563-82.6% | $7,231-79.4% | $12,624-88.2% |