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 | $281,729 | $124,319+126.6% | $111,297+153.1% | $167,490+68.2% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | 18.51% | 37.44%-18.9pp | 54.65%-36.1pp | 478.56%-460.1pp |
| Employer contribution / active EE | $1,485 | $3,435-56.8% | $2,731-45.6% | $4,837-69.3% |
| Participant deferral / active EE | $8,444 | $5,180+63.0% | $4,487+88.2% | $6,341+33.2% |
| Admin fee / account holder | $25,152 | $10,618+136.9% | $7,964+215.8% | $12,309+104.3% |