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 | $238,490+32.2% | $180,183+74.9% | $142,382+121.4% |
| Participation rate | 100.0% | 82.3%+17.7pp | 77.4%+22.6pp | 80.1%+19.9pp |
| Annual return | 14.33% | 33.56%-19.2pp | 27.86%-13.5pp | 217.08%-202.7pp |
| Employer contribution / active EE | $14,500 | $6,143+136.1% | $5,039+187.8% | $4,299+237.3% |
| Participant deferral / active EE | $45,500 | $7,996+469.0% | $6,822+566.9% | $6,507+599.2% |
| Admin fee / account holder | $33,997 | $28,866+17.8% | $19,975+70.2% | $12,624+169.3% |