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 | $310,373 | $97,744+217.5% | $103,476+199.9% | $145,922+112.7% |
| Participation rate | 100.0% | 81.1%+18.9pp | 80.5%+19.5pp | 80.3%+19.7pp |
| Annual return | 14.16% | 25.41%-11.3pp | 23.90%-9.7pp | 561.29%-547.1pp |
| Employer contribution / active EE | $2,827 | $4,677-39.6% | $4,672-39.5% | $4,660-39.3% |
| Participant deferral / active EE | $9,339 | $6,603+41.4% | $6,623+41.0% | $6,688+39.6% |
| Admin fee / account holder | $1,436 | $12,515-88.5% | $9,413-84.7% | $13,397-89.3% |