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 | $542,448 | $111,754+385.4% | $103,333+424.9% | $145,922+271.7% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 11.42% | 24.77%-13.4pp | 24.88%-13.5pp | 561.29%-549.9pp |
| Employer contribution / active EE | $25,944 | $4,212+515.9% | $3,868+570.7% | $4,660+456.8% |
| Participant deferral / active EE | $20,460 | $5,619+264.2% | $5,057+304.6% | $6,688+205.9% |
| Admin fee / account holder | $1,046 | $9,750-89.3% | $8,355-87.5% | $13,397-92.2% |