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 | $382,097 | $172,111+122.0% | $150,298+154.2% | $137,256+178.4% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 36.43% | 69.37%-32.9pp | 62.79%-26.4pp | 220.34%-183.9pp |
| Employer contribution / active EE | $21,327 | $4,636+360.0% | $4,154+413.4% | $4,156+413.2% |
| Participant deferral / active EE | $15,500 | $6,166+151.4% | $5,453+184.3% | $6,407+141.9% |
| Admin fee / account holder | $50,660 | $16,471+207.6% | $14,116+258.9% | $12,270+312.9% |