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 | $315,486 | $111,754+182.3% | $103,333+205.3% | $145,922+116.2% |
| Participation rate | 85.7% | 77.9%+7.8pp | 74.5%+11.2pp | 80.3%+5.4pp |
| Annual return | 10.71% | 24.77%-14.1pp | 24.88%-14.2pp | 561.29%-550.6pp |
| Employer contribution / active EE | $18,077 | $4,212+329.1% | $3,868+367.4% | $4,660+287.9% |
| Participant deferral / active EE | $5,974 | $5,619+6.3% | $5,057+18.1% | $6,688-10.7% |
| Admin fee / account holder | $1,889 | $9,750-80.6% | $8,355-77.4% | $13,397-85.9% |