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 | $337,590 | $124,425+171.3% | $112,040+201.3% | $137,256+146.0% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 10.69% | 24.72%-14.0pp | 24.52%-13.8pp | 220.34%-209.6pp |
| Employer contribution / active EE | $3,432 | $3,411+0.6% | $2,954+16.2% | $4,156-17.4% |
| Participant deferral / active EE | $10,370 | $5,718+81.3% | $5,098+103.4% | $6,407+61.9% |
| Admin fee / account holder | $51,217 | $15,207+236.8% | $12,098+323.4% | $12,270+317.4% |