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 | $395,156 | $97,744+304.3% | $103,476+281.9% | $145,922+170.8% |
| Participation rate | 100.0% | 81.1%+18.9pp | 80.5%+19.5pp | 80.3%+19.7pp |
| Annual return | 12.68% | 25.41%-12.7pp | 23.90%-11.2pp | 561.29%-548.6pp |
| Employer contribution / active EE | $2,023 | $4,677-56.7% | $4,672-56.7% | $4,660-56.6% |
| Participant deferral / active EE | $8,911 | $6,603+34.9% | $6,623+34.6% | $6,688+33.2% |
| Admin fee / account holder | $4,631 | $12,515-63.0% | $9,413-50.8% | $13,397-65.4% |