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 | $337,256 | $227,553+48.2% | $189,557+77.9% | $167,490+101.4% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 16.29% | 78.40%-62.1pp | 64.17%-47.9pp | 478.56%-462.3pp |
| Employer contribution / active EE | $24,564 | $5,316+362.1% | $4,412+456.7% | $4,837+407.8% |
| Participant deferral / active EE | $16,900 | $7,002+141.4% | $6,174+173.7% | $6,341+166.5% |
| Admin fee / account holder | $42,287 | $11,878+256.0% | $9,807+331.2% | $12,309+243.5% |