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 | $389,858 | $111,754+248.9% | $103,333+277.3% | $145,922+167.2% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 12.64% | 24.77%-12.1pp | 24.88%-12.2pp | 561.29%-548.6pp |
| Employer contribution / active EE | $6,981 | $4,212+65.7% | $3,868+80.5% | $4,660+49.8% |
| Participant deferral / active EE | $19,456 | $5,619+246.3% | $5,057+284.7% | $6,688+190.9% |
| Admin fee / account holder | $28,139 | $9,750+188.6% | $8,355+236.8% | $13,397+110.0% |