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 | $399,093 | $159,602+150.1% | $150,045+166.0% | $142,382+180.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 16.87% | 70.24%-53.4pp | 62.55%-45.7pp | 217.08%-200.2pp |
| Employer contribution / active EE | $19,285 | $4,961+288.8% | $4,693+310.9% | $4,299+348.6% |
| Participant deferral / active EE | $24,892 | $8,310+199.5% | $7,997+211.3% | $6,507+282.5% |
| Admin fee / account holder | $12,457 | $14,846-16.1% | $13,435-7.3% | $12,624-1.3% |