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 | $266,639 | $107,334+148.4% | $92,893+187.0% | $152,861+74.4% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 16.78% | 145.58%-128.8pp | 109.41%-92.6pp | 345.32%-328.5pp |
| Employer contribution / active EE | $1,206 | $4,221-71.4% | $3,653-67.0% | $4,762-74.7% |
| Participant deferral / active EE | $7,236 | $4,845+49.4% | $4,236+70.8% | $5,850+23.7% |
| Admin fee / account holder | $1,543 | $7,079-78.2% | $5,794-73.4% | $11,596-86.7% |