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 | $378,084 | $124,425+203.9% | $112,040+237.5% | $137,256+175.5% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 11.72% | 24.72%-13.0pp | 24.52%-12.8pp | 220.34%-208.6pp |
| Employer contribution / active EE | $1,239 | $3,411-63.7% | $2,954-58.0% | $4,156-70.2% |
| Participant deferral / active EE | $4,410 | $5,718-22.9% | $5,098-13.5% | $6,407-31.2% |
| Admin fee / account holder | $69,508 | $15,207+357.1% | $12,098+474.5% | $12,270+466.5% |