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 | $323,300 | $201,259+60.6% | $184,200+75.5% | $145,959+121.5% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 17.95% | 28.98%-11.0pp | 28.80%-10.8pp | 561.95%-544.0pp |
| Employer contribution / active EE | $38,606 | $7,018+450.1% | $6,424+501.0% | $4,661+728.3% |
| Participant deferral / active EE | $22,415 | $9,806+128.6% | $9,132+145.5% | $6,689+235.1% |
| Admin fee / account holder | $21,755 | $16,372+32.9% | $13,907+56.4% | $13,398+62.4% |