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 | $403,409 | $127,065+217.5% | $113,168+256.5% | $142,382+183.3% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 15.35% | 24.03%-8.7pp | 24.27%-8.9pp | 217.08%-201.7pp |
| Employer contribution / active EE | $3,306 | $3,442-4.0% | $2,975+11.1% | $4,299-23.1% |
| Participant deferral / active EE | $21,680 | $5,716+279.3% | $5,107+324.5% | $6,507+233.2% |
| Admin fee / account holder | $2,270 | $15,736-85.6% | $12,068-81.2% | $12,624-82.0% |