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 | $400,096 | $185,822+115.3% | $169,993+135.4% | $139,434+186.9% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 24.97% | 60.50%-35.5pp | 53.37%-28.4pp | 372.94%-348.0pp |
| Employer contribution / active EE | $5,527 | $7,590-27.2% | $6,785-18.5% | $4,751+16.3% |
| Participant deferral / active EE | $20,918 | $11,622+80.0% | $10,408+101.0% | $6,710+211.7% |
| Admin fee / account holder | $36,540 | $15,381+137.6% | $12,815+185.1% | $11,403+220.5% |