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 | $400,650 | $238,490+68.0% | $180,183+122.4% | $142,382+181.4% |
| Participation rate | 100.0% | 82.3%+17.7pp | 77.4%+22.6pp | 80.1%+19.9pp |
| Annual return | 13.43% | 33.56%-20.1pp | 27.86%-14.4pp | 217.08%-203.6pp |
| Employer contribution / active EE | $10,783 | $6,143+75.5% | $5,039+114.0% | $4,299+150.8% |
| Participant deferral / active EE | $6,513 | $7,996-18.6% | $6,822-4.5% | $6,507+0.1% |
| Admin fee / account holder | $35,580 | $28,866+23.3% | $19,975+78.1% | $12,624+181.8% |