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 | $318,709 | $154,228+106.6% | $145,433+119.1% | $137,256+132.2% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 14.00% | 74.59%-60.6pp | 66.58%-52.6pp | 220.34%-206.3pp |
| Employer contribution / active EE | $6,363 | $4,804+32.5% | $4,554+39.7% | $4,156+53.1% |
| Participant deferral / active EE | $19,647 | $8,216+139.1% | $7,897+148.8% | $6,407+206.7% |
| Admin fee / account holder | $161,429 | $14,344+1025.4% | $13,129+1129.6% | $12,270+1215.6% |