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 | $300,962 | $129,942+131.6% | $104,294+188.6% | $134,475+123.8% |
| Participation rate | 100.0% | 79.5%+20.5pp | 73.3%+26.7pp | 81.2%+18.8pp |
| Annual return | 12.15% | 42.03%-29.9pp | 24.61%-12.5pp | 417.96%-405.8pp |
| Employer contribution / active EE | $21,416 | $4,184+411.9% | $3,372+535.2% | $4,740+351.9% |
| Participant deferral / active EE | $14,150 | $5,588+153.2% | $4,625+206.0% | $6,400+121.1% |
| Admin fee / account holder | $3,615 | $9,323-61.2% | $7,339-50.8% | $11,426-68.4% |