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 | $411,715 | $72,277+469.6% | $101,248+306.6% | $79,858+415.6% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | 16.56% | 22.30%-5.7pp | 46.47%-29.9pp | 31.71%-15.2pp |
| Employer contribution / active EE | $18,295 | $2,692+579.7% | $3,660+399.9% | $2,471+640.5% |
| Participant deferral / active EE | $12,428 | $3,282+278.7% | $4,370+184.4% | $3,740+232.3% |
| Admin fee / account holder | $23,888 | $4,400+442.9% | $5,945+301.8% | $5,306+350.2% |