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 | $332,331 | $101,069+228.8% | $81,478+307.9% | $147,584+125.2% |
| Participation rate | 100.0% | 74.5%+25.5pp | 68.0%+32.0pp | 82.8%+17.2pp |
| Annual return | 8.15% | 32.40%-24.3pp | 38.78%-30.6pp | 578.55%-570.4pp |
| Employer contribution / active EE | $5,299 | $3,205+65.3% | $2,568+106.4% | $4,876+8.7% |
| Participant deferral / active EE | $13,083 | $4,242+208.4% | $3,537+269.9% | $5,439+140.6% |
| Admin fee / account holder | $1,297 | $5,812-77.7% | $4,561-71.6% | $10,885-88.1% |