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 | $334,141 | $103,376+223.2% | $87,100+283.6% | $152,861+118.6% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.9%+23.1pp | 82.4%+17.6pp |
| Annual return | 29.97% | 28.10%+1.9pp | 28.19%+1.8pp | 345.32%-315.3pp |
| Employer contribution / active EE | $1,111 | $3,220-65.5% | $2,521-55.9% | $4,762-76.7% |
| Participant deferral / active EE | $10,385 | $4,778+117.3% | $4,049+156.5% | $5,850+77.5% |
| Admin fee / account holder | $2,865 | $12,205-76.5% | $7,497-61.8% | $11,596-75.3% |