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 | $410,812 | $106,515+285.7% | $96,683+324.9% | $139,434+194.6% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 16.50% | 38.43%-21.9pp | 35.69%-19.2pp | 372.94%-356.4pp |
| Employer contribution / active EE | $11,004 | $4,103+168.2% | $3,737+194.5% | $4,751+131.6% |
| Participant deferral / active EE | $10,800 | $5,454+98.0% | $4,878+121.4% | $6,710+60.9% |
| Admin fee / account holder | $1,092 | $7,877-86.1% | $6,730-83.8% | $11,403-90.4% |