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 | $289,043 | $97,744+195.7% | $103,476+179.3% | $145,922+98.1% |
| Participation rate | 100.0% | 81.1%+18.9pp | 80.5%+19.5pp | 80.3%+19.7pp |
| Annual return | 10.68% | 25.41%-14.7pp | 23.90%-13.2pp | 561.29%-550.6pp |
| Employer contribution / active EE | $7,391 | $4,677+58.0% | $4,672+58.2% | $4,660+58.6% |
| Participant deferral / active EE | $6,790 | $6,603+2.8% | $6,623+2.5% | $6,688+1.5% |
| Admin fee / account holder | $40,868 | $12,515+226.5% | $9,413+334.2% | $13,397+205.1% |