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 | $406,499 | $111,754+263.7% | $103,333+293.4% | $145,922+178.6% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 11.52% | 24.77%-13.2pp | 24.88%-13.4pp | 561.29%-549.8pp |
| Employer contribution / active EE | $11,073 | $4,212+162.9% | $3,868+186.3% | $4,660+137.6% |
| Participant deferral / active EE | $5,883 | $5,619+4.7% | $5,057+16.3% | $6,688-12.0% |
| Admin fee / account holder | $2,642 | $9,750-72.9% | $8,355-68.4% | $13,397-80.3% |