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 | $487,878 | $111,754+336.6% | $103,333+372.1% | $145,922+234.3% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 11.82% | 24.77%-12.9pp | 24.88%-13.1pp | 561.29%-549.5pp |
| Employer contribution / active EE | $12,781 | $4,212+203.4% | $3,868+230.5% | $4,660+174.3% |
| Participant deferral / active EE | $8,539 | $5,619+52.0% | $5,057+68.8% | $6,688+27.7% |
| Admin fee / account holder | $3,729 | $9,750-61.8% | $8,355-55.4% | $13,397-72.2% |