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 | $421,797 | $81,625+416.8% | $58,482+621.2% | $139,434+202.5% |
| Participation rate | 100.0% | 61.3%+38.7pp | 50.9%+49.1pp | 80.3%+19.7pp |
| Annual return | 11.68% | 7404.20%-7392.5pp | 4239.32%-4227.6pp | 372.94%-361.3pp |
| Employer contribution / active EE | $1,573 | $1,398+12.5% | $1,053+49.3% | $4,751-66.9% |
| Participant deferral / active EE | $1,147 | $2,557-55.1% | $1,924-40.4% | $6,710-82.9% |
| Admin fee / account holder | $2,628 | $3,265-19.5% | $2,516+4.4% | $11,403-77.0% |