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 | $337,906 | $95,266+254.7% | $82,389+310.1% | $142,382+137.3% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.5%+30.5pp | 80.1%+19.9pp |
| Annual return | 19.81% | 25.74%-5.9pp | 28.67%-8.9pp | 217.08%-197.3pp |
| Employer contribution / active EE | $23,471 | $2,991+684.7% | $2,517+832.5% | $4,299+446.0% |
| Participant deferral / active EE | $23,500 | $4,809+388.7% | $4,155+465.6% | $6,507+261.1% |
| Admin fee / account holder | $6,845 | $8,563-20.1% | $7,231-5.3% | $12,624-45.8% |