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 | $415,520 | $51,175+712.0% | $70,515+489.3% | $75,163+452.8% |
| Participation rate | 100.0% | 60.9%+39.1pp | 68.3%+31.7pp | 67.2%+32.8pp |
| Annual return | 17.99% | 30.02%-12.0pp | 32.77%-14.8pp | 160.62%-142.6pp |
| Employer contribution / active EE | $1,500 | $1,826-17.9% | $2,973-49.6% | $2,670-43.8% |
| Participant deferral / active EE | $15,613 | $2,849+448.0% | $4,567+241.9% | $4,125+278.5% |
| Admin fee / account holder | $16,146 | $4,091+294.7% | $6,412+151.8% | $5,651+185.7% |