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 | $506,326 | $154,228+228.3% | $145,433+248.2% | $137,256+268.9% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 17.30% | 74.59%-57.3pp | 66.58%-49.3pp | 220.34%-203.0pp |
| Employer contribution / active EE | $14,741 | $4,804+206.9% | $4,554+223.7% | $4,156+254.7% |
| Participant deferral / active EE | $19,333 | $8,216+135.3% | $7,897+144.8% | $6,407+201.8% |
| Admin fee / account holder | $47,342 | $14,344+230.1% | $13,129+260.6% | $12,270+285.8% |