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 | $380,465 | $154,228+146.7% | $145,433+161.6% | $137,256+177.2% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 17.46% | 74.59%-57.1pp | 66.58%-49.1pp | 220.34%-202.9pp |
| Employer contribution / active EE | $11,011 | $4,804+129.2% | $4,554+141.8% | $4,156+164.9% |
| Participant deferral / active EE | $23,474 | $8,216+185.7% | $7,897+197.2% | $6,407+266.4% |
| Admin fee / account holder | $8,287 | $14,344-42.2% | $13,129-36.9% | $12,270-32.5% |