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 | $304,675 | $85,022+258.3% | $70,515+332.1% | $139,434+118.5% |
| Participation rate | 100.0% | 73.9%+26.1pp | 68.3%+31.7pp | 80.3%+19.7pp |
| Annual return | 11.18% | 30.38%-19.2pp | 32.77%-21.6pp | 372.94%-361.8pp |
| Employer contribution / active EE | $8,488 | $3,909+117.1% | $2,973+185.4% | $4,751+78.7% |
| Participant deferral / active EE | $1,156 | $5,890-80.4% | $4,567-74.7% | $6,710-82.8% |
| Admin fee / account holder | $1,977 | $8,906-77.8% | $6,412-69.2% | $11,403-82.7% |