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 | $315,173 | $239,571+31.6% | $183,328+71.9% | $137,256+129.6% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 80.0%+20.0pp |
| Annual return | 14.33% | 35.69%-21.4pp | 29.67%-15.3pp | 220.34%-206.0pp |
| Employer contribution / active EE | $14,500 | $6,148+135.9% | $5,055+186.8% | $4,156+248.9% |
| Participant deferral / active EE | $45,500 | $7,995+469.1% | $6,795+569.6% | $6,407+610.2% |
| Admin fee / account holder | $33,997 | $30,059+13.1% | $21,427+58.7% | $12,270+177.1% |