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 | $348,092 | $217,402+60.1% | $185,823+87.3% | $167,490+107.8% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 16.18% | 148.36%-132.2pp | 122.05%-105.9pp | 478.56%-462.4pp |
| Employer contribution / active EE | $37,894 | $5,873+545.2% | $5,167+633.3% | $4,837+683.3% |
| Participant deferral / active EE | $11,590 | $6,356+82.3% | $5,568+108.2% | $6,341+82.8% |
| Admin fee / account holder | $5,339 | $19,811-73.0% | $16,237-67.1% | $12,309-56.6% |