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 | $315,855 | $109,327+188.9% | $89,391+253.3% | $158,922+98.7% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 14.11% | 345.68%-331.6pp | 245.62%-231.5pp | 302.83%-288.7pp |
| Employer contribution / active EE | $1,660 | $3,170-47.6% | $2,586-35.8% | $4,761-65.1% |
| Participant deferral / active EE | $4,391 | $4,598-4.5% | $3,890+12.9% | $5,982-26.6% |
| Admin fee / account holder | $29,654 | $6,153+382.0% | $4,881+507.5% | $11,246+163.7% |