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 | $293,938 | $110,261+166.6% | $95,745+207.0% | $139,434+110.8% |
| Participation rate | 100.0% | 75.8%+24.2pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 16.62% | 27.11%-10.5pp | 28.35%-11.7pp | 372.94%-356.3pp |
| Employer contribution / active EE | $4,947 | $3,257+51.9% | $2,835+74.5% | $4,751+4.1% |
| Participant deferral / active EE | $5,950 | $4,676+27.3% | $4,245+40.2% | $6,710-11.3% |
| Admin fee / account holder | $1,702 | $6,613-74.3% | $5,678-70.0% | $11,403-85.1% |