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 | $641,543 | $179,726+257.0% | $156,263+310.6% | $142,382+350.6% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 16.70% | 77.86%-61.2pp | 59.47%-42.8pp | 217.08%-200.4pp |
| Employer contribution / active EE | $15,750 | $5,069+210.7% | $4,333+263.5% | $4,299+266.4% |
| Participant deferral / active EE | $16,000 | $6,956+130.0% | $6,158+159.8% | $6,507+145.9% |
| Admin fee / account holder | $3,351 | $17,272-80.6% | $14,255-76.5% | $12,624-73.5% |