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 | $378,311 | $105,931+257.1% | $81,930+361.8% | $158,922+138.0% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.0%+28.0pp | 82.0%+18.0pp |
| Annual return | 12.75% | 38.17%-25.4pp | 29.49%-16.7pp | 302.83%-290.1pp |
| Employer contribution / active EE | $1,036 | $7,800-86.7% | $4,310-76.0% | $4,761-78.2% |
| Participant deferral / active EE | $3,650 | $13,003-71.9% | $7,107-48.6% | $5,982-39.0% |
| Admin fee / account holder | $2,017 | $8,489-76.2% | $5,158-60.9% | $11,246-82.1% |