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 | $399,377 | $106,515+274.9% | $96,683+313.1% | $139,434+186.4% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 16.33% | 38.43%-22.1pp | 35.69%-19.4pp | 372.94%-356.6pp |
| Employer contribution / active EE | $20,685 | $4,103+404.2% | $3,737+453.6% | $4,751+335.4% |
| Participant deferral / active EE | $14,476 | $5,454+165.4% | $4,878+196.7% | $6,710+115.7% |
| Admin fee / account holder | $38,330 | $7,877+386.6% | $6,730+469.6% | $11,403+236.2% |