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 | $541,623 | $172,111+214.7% | $150,298+260.4% | $137,256+294.6% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 13.40% | 69.37%-56.0pp | 62.79%-49.4pp | 220.34%-206.9pp |
| Employer contribution / active EE | $14,007 | $4,636+202.1% | $4,154+237.2% | $4,156+237.0% |
| Participant deferral / active EE | $13,333 | $6,166+116.2% | $5,453+144.5% | $6,407+108.1% |
| Admin fee / account holder | $3,285 | $16,471-80.1% | $14,116-76.7% | $12,270-73.2% |