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 | $485,437 | $106,749+354.7% | $145,433+233.8% | $82,448+488.8% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 14.69% | 27.59%-12.9pp | 66.58%-51.9pp | 41.64%-26.9pp |
| Employer contribution / active EE | $5,867 | $3,444+70.3% | $4,554+28.8% | $2,551+130.0% |
| Participant deferral / active EE | $12,119 | $6,519+85.9% | $7,897+53.5% | $4,139+192.8% |
| Admin fee / account holder | $3,380 | $8,390-59.7% | $13,129-74.3% | $7,234-53.3% |