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 | $325,191 | $111,754+191.0% | $103,333+214.7% | $145,922+122.9% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 19.58% | 24.77%-5.2pp | 24.88%-5.3pp | 561.29%-541.7pp |
| Employer contribution / active EE | $3,079 | $4,212-26.9% | $3,868-20.4% | $4,660-33.9% |
| Participant deferral / active EE | $6,124 | $5,619+9.0% | $5,057+21.1% | $6,688-8.4% |
| Admin fee / account holder | $12,177 | $9,750+24.9% | $8,355+45.8% | $13,397-9.1% |