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 | $326,865 | $114,237+186.1% | $119,258+174.1% | $167,490+95.2% |
| Participation rate | 100.0% | 83.7%+16.3pp | 82.7%+17.3pp | 82.1%+17.9pp |
| Annual return | 14.85% | 29.87%-15.0pp | 30.69%-15.8pp | 478.56%-463.7pp |
| Employer contribution / active EE | $4,171 | $4,481-6.9% | $4,384-4.9% | $4,837-13.8% |
| Participant deferral / active EE | $9,565 | $6,084+57.2% | $6,111+56.5% | $6,341+50.8% |
| Admin fee / account holder | $72,839 | $8,932+715.5% | $7,226+908.0% | $12,309+491.8% |