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 | $367,166 | $52,580+598.3% | $71,671+412.3% | $70,131+423.5% |
| Participation rate | 100.0% | 60.9%+39.1pp | 68.7%+31.3pp | 69.5%+30.5pp |
| Annual return | 17.93% | 20.25%-2.3pp | 20.65%-2.7pp | 73.14%-55.2pp |
| Employer contribution / active EE | $27,127 | $1,616+1578.9% | $2,460+1002.8% | $2,342+1058.1% |
| Participant deferral / active EE | $14,761 | $2,386+518.6% | $3,438+329.4% | $3,332+343.1% |
| Admin fee / account holder | $1,245 | $3,653-65.9% | $5,558-77.6% | $4,645-73.2% |