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 | $370,004 | $97,744+278.5% | $103,476+257.6% | $145,922+153.6% |
| Participation rate | 71.4% | 81.1%-9.7pp | 80.5%-9.1pp | 80.3%-8.8pp |
| Annual return | 10.69% | 25.41%-14.7pp | 23.90%-13.2pp | 561.29%-550.6pp |
| Employer contribution / active EE | $7,628 | $4,677+63.1% | $4,672+63.3% | $4,660+63.7% |
| Participant deferral / active EE | $11,410 | $6,603+72.8% | $6,623+72.3% | $6,688+70.6% |
| Admin fee / account holder | $40,726 | $12,515+225.4% | $9,413+332.7% | $13,397+204.0% |