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 | $297,027 | $99,079+199.8% | $77,999+280.8% | $273,961+8.4% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.5%+24.5pp | 83.0%+17.0pp |
| Annual return | 5.82% | 217.93%-212.1pp | 425.96%-420.1pp | 41.45%-35.6pp |
| Employer contribution / active EE | $1,865 | $3,308-43.6% | $2,470-24.5% | $4,869-61.7% |
| Participant deferral / active EE | $5,418 | $4,306+25.8% | $3,497+55.0% | $5,287+2.5% |
| Admin fee / account holder | $716 | $8,954-92.0% | $5,480-86.9% | $10,132-92.9% |