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 | $436,530 | $176,056+147.9% | $159,436+173.8% | $167,490+160.6% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 15.98% | 331.75%-315.8pp | 263.57%-247.6pp | 478.56%-462.6pp |
| Employer contribution / active EE | $3,118 | $5,297-41.1% | $4,829-35.4% | $4,837-35.6% |
| Participant deferral / active EE | $8,550 | $7,750+10.3% | $7,352+16.3% | $6,341+34.8% |
| Admin fee / account holder | $5,913 | $12,554-52.9% | $10,799-45.2% | $12,309-52.0% |