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 | $306,548 | $142,405+115.3% | $115,157+166.2% | $152,861+100.5% |
| Participation rate | 91.3% | 82.4%+9.0pp | 75.9%+15.4pp | 82.4%+8.9pp |
| Annual return | 27.73% | 41.48%-13.7pp | 35.60%-7.9pp | 345.32%-317.6pp |
| Employer contribution / active EE | $6,522 | $4,010+62.6% | $3,179+105.2% | $4,762+36.9% |
| Participant deferral / active EE | $0 | $5,164-100.0% | $4,168-100.0% | $5,850-100.0% |
| Admin fee / account holder | $2,617 | $8,462-69.1% | $7,088-63.1% | $11,596-77.4% |