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 | $317,375 | $111,754+184.0% | $103,333+207.1% | $145,922+117.5% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 9.18% | 24.77%-15.6pp | 24.88%-15.7pp | 561.29%-552.1pp |
| Employer contribution / active EE | $18,604 | $4,212+341.7% | $3,868+381.0% | $4,660+299.3% |
| Participant deferral / active EE | $12,200 | $5,619+117.1% | $5,057+141.2% | $6,688+82.4% |
| Admin fee / account holder | $786 | $9,750-91.9% | $8,355-90.6% | $13,397-94.1% |