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 | $407,488 | $154,228+164.2% | $145,433+180.2% | $137,256+196.9% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 16.91% | 74.59%-57.7pp | 66.58%-49.7pp | 220.34%-203.4pp |
| Employer contribution / active EE | $7,043 | $4,804+46.6% | $4,554+54.6% | $4,156+69.5% |
| Participant deferral / active EE | $22,681 | $8,216+176.0% | $7,897+187.2% | $6,407+254.0% |
| Admin fee / account holder | $5,932 | $14,344-58.6% | $13,129-54.8% | $12,270-51.7% |