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 | $278,959 | $228,332+22.2% | $185,823+50.1% | $158,922+75.5% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 13.11% | 40.80%-27.7pp | 35.95%-22.8pp | 302.83%-289.7pp |
| Employer contribution / active EE | $4,667 | $4,967-6.0% | $4,087+14.2% | $4,761-2.0% |
| Participant deferral / active EE | $0 | $6,415-100.0% | $5,632-100.0% | $5,982-100.0% |
| Admin fee / account holder | $412 | $11,864-96.5% | $9,500-95.7% | $11,246-96.3% |