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 | $368,820 | $78,672+368.8% | $109,143+237.9% | $85,850+329.6% |
| Participation rate | 100.0% | 68.3%+31.7pp | 75.9%+24.1pp | 69.3%+30.7pp |
| Annual return | 15.33% | 25.09%-9.8pp | 25.75%-10.4pp | 318.53%-303.2pp |
| Employer contribution / active EE | $14,246 | $2,735+420.9% | $3,722+282.8% | $2,565+455.4% |
| Participant deferral / active EE | $11,099 | $3,467+220.1% | $4,653+138.5% | $3,952+180.9% |
| Admin fee / account holder | $47,462 | $5,469+767.8% | $6,752+602.9% | $6,260+658.2% |