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 | $328,217 | $78,672+317.2% | $109,143+200.7% | $85,850+282.3% |
| Participation rate | 100.0% | 68.3%+31.7pp | 75.9%+24.1pp | 69.3%+30.7pp |
| Annual return | 15.64% | 25.09%-9.4pp | 25.75%-10.1pp | 318.53%-302.9pp |
| Employer contribution / active EE | $17,914 | $2,735+555.1% | $3,722+381.3% | $2,565+598.4% |
| Participant deferral / active EE | $10,315 | $3,467+197.5% | $4,653+121.7% | $3,952+161.0% |
| Admin fee / account holder | $4,798 | $5,469-12.3% | $6,752-28.9% | $6,260-23.4% |