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 | $423,939 | $176,812+139.8% | $146,665+189.1% | $167,490+153.1% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 13.56% | 24.03%-10.5pp | 22.74%-9.2pp | 478.56%-465.0pp |
| Employer contribution / active EE | $16,262 | $5,160+215.2% | $4,136+293.2% | $4,837+236.2% |
| Participant deferral / active EE | $10,045 | $6,440+56.0% | $5,506+82.4% | $6,341+58.4% |
| Admin fee / account holder | $2,498 | $13,259-81.2% | $10,280-75.7% | $12,309-79.7% |