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 | $297,983 | $116,175+156.5% | $93,606+218.3% | $152,861+94.9% |
| Participation rate | 100.0% | 78.0%+22.0pp | 75.8%+24.2pp | 82.4%+17.6pp |
| Annual return | 18.89% | 35.96%-17.1pp | 32.76%-13.9pp | 345.32%-326.4pp |
| Employer contribution / active EE | $3,000 | $3,218-6.8% | $2,718+10.4% | $4,762-37.0% |
| Participant deferral / active EE | $4,870 | $4,603+5.8% | $4,069+19.7% | $5,850-16.8% |
| Admin fee / account holder | $140,986 | $10,748+1211.8% | $7,888+1687.3% | $11,596+1115.8% |