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 | $410,885 | $154,117+166.6% | $129,995+216.1% | $139,434+194.7% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 14.39% | 32.48%-18.1pp | -137.18%+151.6pp | 372.94%-358.6pp |
| Employer contribution / active EE | $13,249 | $5,289+150.5% | $4,320+206.7% | $4,751+178.9% |
| Participant deferral / active EE | $11,100 | $6,710+65.4% | $5,820+90.7% | $6,710+65.4% |
| Admin fee / account holder | $2,750 | $14,007-80.4% | $10,614-74.1% | $11,403-75.9% |