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 | $411,341 | $95,803+329.4% | $113,168+263.5% | $84,808+385.0% |
| Participation rate | 100.0% | 72.9%+27.1pp | 76.6%+23.4pp | 68.3%+31.7pp |
| Annual return | 12.59% | 25.00%-12.4pp | 24.27%-11.7pp | 40.90%-28.3pp |
| Employer contribution / active EE | $16,516 | $2,360+599.9% | $2,975+455.1% | $2,631+527.8% |
| Participant deferral / active EE | $7,796 | $4,242+83.8% | $5,107+52.7% | $4,212+85.1% |
| Admin fee / account holder | $36,909 | $8,989+310.6% | $12,068+205.8% | $7,344+402.6% |