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 | $264,669 | $97,744+170.8% | $103,476+155.8% | $145,922+81.4% |
| Participation rate | 100.0% | 81.1%+18.9pp | 80.5%+19.5pp | 80.3%+19.7pp |
| Annual return | 10.86% | 25.41%-14.6pp | 23.90%-13.0pp | 561.29%-550.4pp |
| Employer contribution / active EE | $5,906 | $4,677+26.3% | $4,672+26.4% | $4,660+26.7% |
| Participant deferral / active EE | $12,993 | $6,603+96.8% | $6,623+96.2% | $6,688+94.3% |
| Admin fee / account holder | $2,625 | $12,515-79.0% | $9,413-72.1% | $13,397-80.4% |