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 | $467,546 | $111,754+318.4% | $103,333+352.5% | $145,922+220.4% |
| Participation rate | 90.0% | 77.9%+12.1pp | 74.5%+15.5pp | 80.3%+9.7pp |
| Annual return | 10.39% | 24.77%-14.4pp | 24.88%-14.5pp | 561.29%-550.9pp |
| Employer contribution / active EE | $5,000 | $4,212+18.7% | $3,868+29.3% | $4,660+7.3% |
| Participant deferral / active EE | $14,923 | $5,619+165.6% | $5,057+195.1% | $6,688+123.1% |
| Admin fee / account holder | $30,254 | $9,750+210.3% | $8,355+262.1% | $13,397+125.8% |