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 | $414,370 | $87,733+372.3% | $106,548+288.9% | $85,850+382.7% |
| Participation rate | 100.0% | 71.9%+28.1pp | 76.1%+23.9pp | 69.3%+30.7pp |
| Annual return | 13.65% | 21.86%-8.2pp | 26.80%-13.1pp | 318.53%-304.9pp |
| Employer contribution / active EE | $5,300 | $2,073+155.7% | $2,819+88.0% | $2,565+106.6% |
| Participant deferral / active EE | $10,918 | $3,469+214.7% | $4,398+148.2% | $3,952+176.3% |
| Admin fee / account holder | $5,360 | $6,767-20.8% | $7,407-27.6% | $6,260-14.4% |