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 | $630,733 | $111,754+464.4% | $103,333+510.4% | $145,922+332.2% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 14.49% | 24.77%-10.3pp | 24.88%-10.4pp | 561.29%-546.8pp |
| Employer contribution / active EE | $27,750 | $4,212+558.8% | $3,868+617.5% | $4,660+495.5% |
| Participant deferral / active EE | $6,670 | $5,619+18.7% | $5,057+31.9% | $6,688-0.3% |
| Admin fee / account holder | $2,692 | $9,750-72.4% | $8,355-67.8% | $13,397-79.9% |