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 | $357,666 | $111,754+220.0% | $103,333+246.1% | $145,922+145.1% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 9.28% | 24.77%-15.5pp | 24.88%-15.6pp | 561.29%-552.0pp |
| Employer contribution / active EE | $4,816 | $4,212+14.3% | $3,868+24.5% | $4,660+3.4% |
| Participant deferral / active EE | $2,208 | $5,619-60.7% | $5,057-56.3% | $6,688-67.0% |
| Admin fee / account holder | $21,059 | $9,750+116.0% | $8,355+152.1% | $13,397+57.2% |