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 | $410,838 | $94,752+333.6% | $112,887+263.9% | $139,434+194.6% |
| Participation rate | 100.0% | 81.3%+18.7pp | 80.5%+19.5pp | 80.3%+19.7pp |
| Annual return | 17.48% | 40.88%-23.4pp | 34.10%-16.6pp | 372.94%-355.5pp |
| Employer contribution / active EE | $1,816 | $4,625-60.7% | $4,563-60.2% | $4,751-61.8% |
| Participant deferral / active EE | $10,648 | $6,512+63.5% | $6,513+63.5% | $6,710+58.7% |
| Admin fee / account holder | $21,438 | $8,527+151.4% | $7,047+204.2% | $11,403+88.0% |