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 | $317,806 | $100,970+214.8% | $96,576+229.1% | $137,256+131.5% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 16.13% | 38.16%-22.0pp | 38.47%-22.3pp | 220.34%-204.2pp |
| Employer contribution / active EE | $3,500 | $3,809-8.1% | $3,553-1.5% | $4,156-15.8% |
| Participant deferral / active EE | $4,000 | $8,286-51.7% | $7,956-49.7% | $6,407-37.6% |
| Admin fee / account holder | $2,013 | $11,312-82.2% | $11,381-82.3% | $12,270-83.6% |