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 | $340,982 | $159,602+113.6% | $150,045+127.3% | $142,382+139.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 15.48% | 70.24%-54.8pp | 62.55%-47.1pp | 217.08%-201.6pp |
| Employer contribution / active EE | $3,331 | $4,961-32.9% | $4,693-29.0% | $4,299-22.5% |
| Participant deferral / active EE | $12,056 | $8,310+45.1% | $7,997+50.8% | $6,507+85.3% |
| Admin fee / account holder | $36,725 | $14,846+147.4% | $13,435+173.4% | $12,624+190.9% |