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 | $415,706 | $99,877+316.2% | $84,966+389.3% | $145,922+184.9% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 18.24% | 83.76%-65.5pp | 66.38%-48.1pp | 561.29%-543.0pp |
| Employer contribution / active EE | $3,119 | $3,231-3.5% | $2,727+14.4% | $4,660-33.1% |
| Participant deferral / active EE | $16,269 | $5,291+207.5% | $4,519+260.0% | $6,688+143.3% |
| Admin fee / account holder | $2,356 | $7,248-67.5% | $6,149-61.7% | $13,397-82.4% |