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 | $428,924 | $78,672+445.2% | $109,143+293.0% | $85,850+399.6% |
| Participation rate | 100.0% | 68.3%+31.7pp | 75.9%+24.1pp | 69.3%+30.7pp |
| Annual return | 19.06% | 25.09%-6.0pp | 25.75%-6.7pp | 318.53%-299.5pp |
| Employer contribution / active EE | $6,804 | $2,735+148.8% | $3,722+82.8% | $2,565+165.3% |
| Participant deferral / active EE | $9,997 | $3,467+188.3% | $4,653+114.9% | $3,952+153.0% |
| Admin fee / account holder | $5,146 | $5,469-5.9% | $6,752-23.8% | $6,260-17.8% |