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 | $319,323 | $124,281+156.9% | $109,143+192.6% | $167,490+90.7% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 19.27% | 26.04%-6.8pp | 25.75%-6.5pp | 478.56%-459.3pp |
| Employer contribution / active EE | $1,417 | $4,207-66.3% | $3,722-61.9% | $4,837-70.7% |
| Participant deferral / active EE | $3,937 | $5,255-25.1% | $4,653-15.4% | $6,341-37.9% |
| Admin fee / account holder | $5,579 | $7,970-30.0% | $6,752-17.4% | $12,309-54.7% |