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 | $395,435 | $116,175+240.4% | $93,606+322.4% | $152,861+158.7% |
| Participation rate | 100.0% | 78.0%+22.0pp | 75.8%+24.2pp | 82.4%+17.6pp |
| Annual return | 21.97% | 35.96%-14.0pp | 32.76%-10.8pp | 345.32%-323.3pp |
| Employer contribution / active EE | $8,139 | $3,218+152.9% | $2,718+199.5% | $4,762+70.9% |
| Participant deferral / active EE | $6,103 | $4,603+32.6% | $4,069+50.0% | $5,850+4.3% |
| Admin fee / account holder | $7,613 | $10,748-29.2% | $7,888-3.5% | $11,596-34.4% |