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 | $406,983 | $95,266+327.2% | $82,389+394.0% | $142,382+185.8% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.5%+30.5pp | 80.1%+19.9pp |
| Annual return | 21.59% | 25.74%-4.1pp | 28.67%-7.1pp | 217.08%-195.5pp |
| Employer contribution / active EE | $30,812 | $2,991+930.1% | $2,517+1124.1% | $4,299+616.7% |
| Participant deferral / active EE | $20,083 | $4,809+317.6% | $4,155+383.4% | $6,507+208.6% |
| Admin fee / account holder | $4,768 | $8,563-44.3% | $7,231-34.1% | $12,624-62.2% |