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 | $311,563 | $124,281+150.7% | $109,143+185.5% | $167,490+86.0% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 14.75% | 26.04%-11.3pp | 25.75%-11.0pp | 478.56%-463.8pp |
| Employer contribution / active EE | $12,733 | $4,207+202.6% | $3,722+242.1% | $4,837+163.2% |
| Participant deferral / active EE | $13,409 | $5,255+155.2% | $4,653+188.2% | $6,341+111.5% |
| Admin fee / account holder | $1,895 | $7,970-76.2% | $6,752-71.9% | $12,309-84.6% |