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 | $418,511 | $110,257+279.6% | $96,544+333.5% | $139,434+200.2% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 9.81% | 26.32%-16.5pp | 25.84%-16.0pp | 372.94%-363.1pp |
| Employer contribution / active EE | $22,285 | $3,620+515.7% | $2,965+651.6% | $4,751+369.1% |
| Participant deferral / active EE | $6,893 | $5,548+24.2% | $4,851+42.1% | $6,710+2.7% |
| Admin fee / account holder | $1,619 | $11,591-86.0% | $8,252-80.4% | $11,403-85.8% |