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 | $457,091 | $111,754+309.0% | $103,333+342.3% | $145,922+213.2% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 10.13% | 24.77%-14.6pp | 24.88%-14.7pp | 561.29%-551.2pp |
| Employer contribution / active EE | $16,765 | $4,212+298.0% | $3,868+333.4% | $4,660+259.8% |
| Participant deferral / active EE | $10,008 | $5,619+78.1% | $5,057+97.9% | $6,688+49.6% |
| Admin fee / account holder | $3,015 | $9,750-69.1% | $8,355-63.9% | $13,397-77.5% |