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 | $358,052 | $140,940+154.0% | $112,229+219.0% | $139,434+156.8% |
| Participation rate | 100.0% | 79.2%+20.8pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 10.80% | 32.71%-21.9pp | 30.20%-19.4pp | 372.94%-362.1pp |
| Employer contribution / active EE | $19,600 | $4,283+357.6% | $3,430+471.4% | $4,751+312.6% |
| Participant deferral / active EE | $37,700 | $5,874+541.8% | $4,798+685.8% | $6,710+461.8% |
| Admin fee / account holder | $2,893 | $9,954-70.9% | $7,748-62.7% | $11,403-74.6% |