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 | $401,840 | $101,883+294.4% | $453,369-11.4% | $85,850+368.1% |
| Participation rate | 100.0% | 72.3%+27.7pp | 78.0%+22.0pp | 69.3%+30.7pp |
| Annual return | 13.41% | 25.38%-12.0pp | 64.40%-51.0pp | 318.53%-305.1pp |
| Employer contribution / active EE | $12,191 | $2,847+328.2% | $4,070+199.5% | $2,565+375.3% |
| Participant deferral / active EE | $8,030 | $4,782+67.9% | $6,209+29.3% | $3,952+103.2% |
| Admin fee / account holder | $38,850 | $5,706+580.9% | $11,209+246.6% | $6,260+520.6% |