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 | $478,045 | $102,966+364.3% | $90,281+429.5% | $152,861+212.7% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 22.59% | 95.16%-72.6pp | 78.10%-55.5pp | 345.32%-322.7pp |
| Employer contribution / active EE | $1,724 | $3,139-45.1% | $2,854-39.6% | $4,762-63.8% |
| Participant deferral / active EE | $10,940 | $4,281+155.5% | $3,885+181.6% | $5,850+87.0% |
| Admin fee / account holder | $4,404 | $6,171-28.6% | $5,351-17.7% | $11,596-62.0% |