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 | $629,813 | $49,915+1161.8% | $154,803+306.8% | $74,304+747.6% |
| Participation rate | 100.0% | 54.0%+46.0pp | 78.1%+21.9pp | 60.3%+39.7pp |
| Annual return | 17.06% | 34.06%-17.0pp | 58.88%-41.8pp | 29.43%-12.4pp |
| Employer contribution / active EE | $31,315 | $1,611+1843.5% | $4,305+627.3% | $2,241+1297.3% |
| Participant deferral / active EE | $20,615 | $2,255+814.3% | $5,540+272.1% | $3,767+447.2% |
| Admin fee / account holder | $17,791 | $2,189+712.7% | $14,329+24.2% | $2,969+499.3% |