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 | $397,473 | $97,744+306.6% | $103,476+284.1% | $145,922+172.4% |
| Participation rate | 100.0% | 81.1%+18.9pp | 80.5%+19.5pp | 80.3%+19.7pp |
| Annual return | 17.73% | 25.41%-7.7pp | 23.90%-6.2pp | 561.29%-543.6pp |
| Employer contribution / active EE | $17,319 | $4,677+270.3% | $4,672+270.7% | $4,660+271.7% |
| Participant deferral / active EE | $3,804 | $6,603-42.4% | $6,623-42.6% | $6,688-43.1% |
| Admin fee / account holder | $8,333 | $12,515-33.4% | $9,413-11.5% | $13,397-37.8% |