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 | $412,565 | $99,020+316.6% | $86,590+376.5% | $147,584+179.5% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 14.99% | 1312.34%-1297.3pp | 964.84%-949.9pp | 578.55%-563.6pp |
| Employer contribution / active EE | $2,730 | $3,132-12.8% | $2,839-3.8% | $4,876-44.0% |
| Participant deferral / active EE | $7,975 | $3,972+100.8% | $3,609+121.0% | $5,439+46.6% |
| Admin fee / account holder | $1,249 | $5,710-78.1% | $4,906-74.5% | $10,885-88.5% |