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 | $450,481 | $93,571+381.4% | $135,903+231.5% | $75,163+499.3% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 15.26% | 30.90%-15.6pp | 68.23%-53.0pp | 160.62%-145.4pp |
| Employer contribution / active EE | $16,577 | $3,537+368.7% | $4,856+241.4% | $2,670+520.9% |
| Participant deferral / active EE | $10,773 | $6,404+68.2% | $7,758+38.9% | $4,125+161.2% |
| Admin fee / account holder | $4,069 | $6,975-41.7% | $10,762-62.2% | $5,651-28.0% |