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 | $407,073 | $140,940+188.8% | $112,229+262.7% | $139,434+191.9% |
| Participation rate | 100.0% | 79.2%+20.8pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 14.72% | 32.71%-18.0pp | 30.20%-15.5pp | 372.94%-358.2pp |
| Employer contribution / active EE | $6,249 | $4,283+45.9% | $3,430+82.2% | $4,751+31.5% |
| Participant deferral / active EE | $12,380 | $5,874+110.8% | $4,798+158.0% | $6,710+84.5% |
| Admin fee / account holder | $1,179 | $9,954-88.2% | $7,748-84.8% | $11,403-89.7% |