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 | $335,477 | $111,754+200.2% | $103,333+224.7% | $145,922+129.9% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 29.35% | 24.77%+4.6pp | 24.88%+4.5pp | 561.29%-531.9pp |
| Employer contribution / active EE | $3,532 | $4,212-16.2% | $3,868-8.7% | $4,660-24.2% |
| Participant deferral / active EE | $13,013 | $5,619+131.6% | $5,057+157.3% | $6,688+94.6% |
| Admin fee / account holder | $3,341 | $9,750-65.7% | $8,355-60.0% | $13,397-75.1% |