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 | $396,090 | $238,490+66.1% | $180,183+119.8% | $142,382+178.2% |
| Participation rate | 100.0% | 82.3%+17.7pp | 77.4%+22.6pp | 80.1%+19.9pp |
| Annual return | 14.19% | 33.56%-19.4pp | 27.86%-13.7pp | 217.08%-202.9pp |
| Employer contribution / active EE | $3,600 | $6,143-41.4% | $5,039-28.6% | $4,299-16.3% |
| Participant deferral / active EE | $19,475 | $7,996+143.6% | $6,822+185.5% | $6,507+199.3% |
| Admin fee / account holder | $4,611 | $28,866-84.0% | $19,975-76.9% | $12,624-63.5% |