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 | $265,127 | $111,754+137.2% | $103,333+156.6% | $145,922+81.7% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 16.07% | 24.77%-8.7pp | 24.88%-8.8pp | 561.29%-545.2pp |
| Employer contribution / active EE | $14,270 | $4,212+238.8% | $3,868+268.9% | $4,660+206.3% |
| Participant deferral / active EE | $15,445 | $5,619+174.9% | $5,057+205.4% | $6,688+130.9% |
| Admin fee / account holder | $1,482 | $9,750-84.8% | $8,355-82.3% | $13,397-88.9% |