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 | $404,175 | $97,744+313.5% | $103,476+290.6% | $145,922+177.0% |
| Participation rate | 90.0% | 81.1%+8.9pp | 80.5%+9.5pp | 80.3%+9.7pp |
| Annual return | 13.11% | 25.41%-12.3pp | 23.90%-10.8pp | 561.29%-548.2pp |
| Employer contribution / active EE | $4,558 | $4,677-2.5% | $4,672-2.4% | $4,660-2.2% |
| Participant deferral / active EE | $9,864 | $6,603+49.4% | $6,623+48.9% | $6,688+47.5% |
| Admin fee / account holder | $44,892 | $12,515+258.7% | $9,413+376.9% | $13,397+235.1% |