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 | $303,867 | $115,770+162.5% | $101,248+200.1% | $158,922+91.2% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 10.44% | 56.14%-45.7pp | 46.47%-36.0pp | 302.83%-292.4pp |
| Employer contribution / active EE | $984 | $4,175-76.4% | $3,660-73.1% | $4,761-79.3% |
| Participant deferral / active EE | $8,415 | $4,957+69.8% | $4,370+92.6% | $5,982+40.7% |
| Admin fee / account holder | $1,249 | $7,245-82.8% | $5,945-79.0% | $11,246-88.9% |