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 | $420,635 | $107,452+291.5% | $91,541+359.5% | $142,382+195.4% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 10.48% | 22.06%-11.6pp | 20.50%-10.0pp | 217.08%-206.6pp |
| Employer contribution / active EE | $10,304 | $2,994+244.1% | $2,505+311.4% | $4,299+139.7% |
| Participant deferral / active EE | $8,502 | $4,754+78.8% | $4,008+112.1% | $6,507+30.6% |
| Admin fee / account holder | $1,385 | $8,834-84.3% | $6,956-80.1% | $12,624-89.0% |