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 | $424,269 | $111,754+279.6% | $103,333+310.6% | $145,922+190.8% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 21.38% | 24.77%-3.4pp | 24.88%-3.5pp | 561.29%-539.9pp |
| Employer contribution / active EE | $29,644 | $4,212+603.7% | $3,868+666.4% | $4,660+536.2% |
| Participant deferral / active EE | $7,656 | $5,619+36.3% | $5,057+51.4% | $6,688+14.5% |
| Admin fee / account holder | $2,750 | $9,750-71.8% | $8,355-67.1% | $13,397-79.5% |