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 | $305,753 | $115,770+164.1% | $101,248+202.0% | $158,922+92.4% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 14.24% | 56.14%-41.9pp | 46.47%-32.2pp | 302.83%-288.6pp |
| Employer contribution / active EE | $1,612 | $4,175-61.4% | $3,660-56.0% | $4,761-66.1% |
| Participant deferral / active EE | $2,292 | $4,957-53.8% | $4,370-47.5% | $5,982-61.7% |
| Admin fee / account holder | $658 | $7,245-90.9% | $5,945-88.9% | $11,246-94.1% |