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 | $344,372 | $111,754+208.2% | $103,333+233.3% | $145,922+136.0% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 16.89% | 24.77%-7.9pp | 24.88%-8.0pp | 561.29%-544.4pp |
| Employer contribution / active EE | $6,407 | $4,212+52.1% | $3,868+65.7% | $4,660+37.5% |
| Participant deferral / active EE | $13,865 | $5,619+146.8% | $5,057+174.1% | $6,688+107.3% |
| Admin fee / account holder | $652 | $9,750-93.3% | $8,355-92.2% | $13,397-95.1% |