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 | $429,300 | $124,319+245.3% | $111,297+285.7% | $167,490+156.3% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | 10.52% | 37.44%-26.9pp | 54.65%-44.1pp | 478.56%-468.0pp |
| Employer contribution / active EE | $6,865 | $3,435+99.8% | $2,731+151.4% | $4,837+41.9% |
| Participant deferral / active EE | $3,056 | $5,180-41.0% | $4,487-31.9% | $6,341-51.8% |
| Admin fee / account holder | $901 | $10,618-91.5% | $7,964-88.7% | $12,309-92.7% |