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 | $365,107 | $114,237+219.6% | $119,258+206.1% | $167,490+118.0% |
| Participation rate | 100.0% | 83.7%+16.3pp | 82.7%+17.3pp | 82.1%+17.9pp |
| Annual return | 15.20% | 29.87%-14.7pp | 30.69%-15.5pp | 478.56%-463.4pp |
| Employer contribution / active EE | $4,007 | $4,481-10.6% | $4,384-8.6% | $4,837-17.2% |
| Participant deferral / active EE | $7,624 | $6,084+25.3% | $6,111+24.8% | $6,341+20.2% |
| Admin fee / account holder | $24,122 | $8,932+170.1% | $7,226+233.8% | $12,309+96.0% |