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 | $270,821 | $97,744+177.1% | $103,476+161.7% | $145,922+85.6% |
| Participation rate | 100.0% | 81.1%+18.9pp | 80.5%+19.5pp | 80.3%+19.7pp |
| Annual return | 16.51% | 25.41%-8.9pp | 23.90%-7.4pp | 561.29%-544.8pp |
| Employer contribution / active EE | $3,549 | $4,677-24.1% | $4,672-24.0% | $4,660-23.8% |
| Participant deferral / active EE | $11,525 | $6,603+74.5% | $6,623+74.0% | $6,688+72.3% |
| Admin fee / account holder | $1,109 | $12,515-91.1% | $9,413-88.2% | $13,397-91.7% |