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 | $392,393 | $177,572+121.0% | $154,803+153.5% | $142,382+175.6% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 16.18% | 65.07%-48.9pp | 58.88%-42.7pp | 217.08%-200.9pp |
| Employer contribution / active EE | $55,000 | $4,810+1043.3% | $4,305+1177.5% | $4,299+1179.3% |
| Participant deferral / active EE | $4,550 | $6,272-27.5% | $5,540-17.9% | $6,507-30.1% |
| Admin fee / account holder | $3,953 | $16,786-76.4% | $14,329-72.4% | $12,624-68.7% |