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 | $262,881 | $100,754+160.9% | $86,677+203.3% | $134,475+95.5% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | 2.74% | 29.04%-26.3pp | 35.91%-33.2pp | 417.96%-415.2pp |
| Employer contribution / active EE | $15,919 | $3,489+356.2% | $2,836+461.2% | $4,740+235.9% |
| Participant deferral / active EE | $10,683 | $5,338+100.1% | $4,656+129.5% | $6,400+66.9% |
| Admin fee / account holder | $76,930 | $10,926+604.1% | $7,493+926.7% | $11,426+573.3% |