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 | $596,570 | $52,580+1034.6% | $71,671+732.4% | $70,131+750.7% |
| Participation rate | 100.0% | 60.9%+39.1pp | 68.7%+31.3pp | 69.5%+30.5pp |
| Annual return | 14.63% | 20.25%-5.6pp | 20.65%-6.0pp | 73.14%-58.5pp |
| Employer contribution / active EE | $22,015 | $1,616+1262.5% | $2,460+795.0% | $2,342+839.8% |
| Participant deferral / active EE | $14,232 | $2,386+496.4% | $3,438+314.0% | $3,332+327.2% |
| Admin fee / account holder | $3,287 | $3,653-10.0% | $5,558-40.9% | $4,645-29.2% |