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 | $421,261 | $93,571+350.2% | $135,903+210.0% | $75,163+460.5% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 16.79% | 30.90%-14.1pp | 68.23%-51.4pp | 160.62%-143.8pp |
| Employer contribution / active EE | $13,976 | $3,537+295.2% | $4,856+187.8% | $2,670+423.5% |
| Participant deferral / active EE | $14,639 | $6,404+128.6% | $7,758+88.7% | $4,125+254.9% |
| Admin fee / account holder | $52,757 | $6,975+656.3% | $10,762+390.2% | $5,651+833.6% |