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 | $402,957 | $59,101+581.8% | $77,163+422.2% | $75,163+436.1% |
| Participation rate | 100.0% | 63.9%+36.1pp | 69.6%+30.4pp | 67.2%+32.8pp |
| Annual return | 19.22% | 26.71%-7.5pp | 37.87%-18.6pp | 160.62%-141.4pp |
| Employer contribution / active EE | $18,047 | $1,995+804.5% | $2,535+612.0% | $2,670+576.0% |
| Participant deferral / active EE | $16,902 | $2,999+463.6% | $3,833+340.9% | $4,125+309.7% |
| Admin fee / account holder | $20,521 | $4,774+329.8% | $5,472+275.0% | $5,651+263.1% |