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 | $440,904 | $152,460+189.2% | $118,746+271.3% | $147,584+198.7% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.3%+21.7pp | 82.8%+17.2pp |
| Annual return | 14.19% | 17.41%-3.2pp | 24.54%-10.4pp | 578.55%-564.4pp |
| Employer contribution / active EE | $6,143 | $5,046+21.7% | $4,193+46.5% | $4,876+26.0% |
| Participant deferral / active EE | $6,202 | $6,212-0.2% | $5,332+16.3% | $5,439+14.0% |
| Admin fee / account holder | $1,042 | $16,953-93.9% | $10,720-90.3% | $10,885-90.4% |