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 | $366,883 | $111,754+228.3% | $103,333+255.0% | $145,922+151.4% |
| Participation rate | 95.0% | 77.9%+17.1pp | 74.5%+20.5pp | 80.3%+14.7pp |
| Annual return | 15.92% | 24.77%-8.8pp | 24.88%-9.0pp | 561.29%-545.4pp |
| Employer contribution / active EE | $10,873 | $4,212+158.1% | $3,868+181.1% | $4,660+133.3% |
| Participant deferral / active EE | $5,281 | $5,619-6.0% | $5,057+4.4% | $6,688-21.0% |
| Admin fee / account holder | $41,392 | $9,750+324.5% | $8,355+395.4% | $13,397+209.0% |