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 | $415,475 | $86,286+381.5% | $111,297+273.3% | $85,850+384.0% |
| Participation rate | 100.0% | 73.3%+26.7pp | 77.3%+22.7pp | 69.3%+30.7pp |
| Annual return | 15.85% | 19.99%-4.1pp | 54.65%-38.8pp | 318.53%-302.7pp |
| Employer contribution / active EE | $2,410 | $2,043+17.9% | $2,731-11.8% | $2,565-6.1% |
| Participant deferral / active EE | $8,387 | $3,641+130.4% | $4,487+86.9% | $3,952+112.2% |
| Admin fee / account holder | $55,163 | $8,188+573.7% | $7,964+592.7% | $6,260+781.2% |