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 | $385,984 | $157,256+145.4% | $141,162+173.4% | $152,861+152.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 16.97% | 64.32%-47.4pp | 71.39%-54.4pp | 345.32%-328.3pp |
| Employer contribution / active EE | $18,602 | $5,261+253.6% | $4,735+292.9% | $4,762+290.6% |
| Participant deferral / active EE | $8,725 | $7,109+22.7% | $6,709+30.0% | $5,850+49.1% |
| Admin fee / account holder | $26,959 | $12,120+122.4% | $10,261+162.7% | $11,596+132.5% |