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 | $438,779 | $154,117+184.7% | $129,995+237.5% | $139,434+214.7% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 11.46% | 32.48%-21.0pp | -137.18%+148.6pp | 372.94%-361.5pp |
| Employer contribution / active EE | $12,916 | $5,289+144.2% | $4,320+199.0% | $4,751+171.9% |
| Participant deferral / active EE | $21,321 | $6,710+217.7% | $5,820+266.3% | $6,710+217.7% |
| Admin fee / account holder | $3,584 | $14,007-74.4% | $10,614-66.2% | $11,403-68.6% |