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 | $416,240 | $95,416+336.2% | $185,823+124.0% | $85,850+384.8% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 14.96% | 23.59%-8.6pp | 122.05%-107.1pp | 318.53%-303.6pp |
| Employer contribution / active EE | $14,425 | $3,314+335.3% | $5,167+179.2% | $2,565+462.3% |
| Participant deferral / active EE | $10,252 | $3,423+199.5% | $5,568+84.1% | $3,952+159.4% |
| Admin fee / account holder | $28,085 | $7,213+289.4% | $16,237+73.0% | $6,260+348.7% |