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 | $409,630 | $217,402+88.4% | $185,823+120.4% | $167,490+144.6% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 18.48% | 148.36%-129.9pp | 122.05%-103.6pp | 478.56%-460.1pp |
| Employer contribution / active EE | $12,993 | $5,873+121.2% | $5,167+151.4% | $4,837+168.6% |
| Participant deferral / active EE | $8,745 | $6,356+37.6% | $5,568+57.1% | $6,341+37.9% |
| Admin fee / account holder | $3,914 | $19,811-80.2% | $16,237-75.9% | $12,309-68.2% |