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 | $343,130 | $99,877+243.6% | $84,966+303.8% | $145,922+135.1% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 12.75% | 83.76%-71.0pp | 66.38%-53.6pp | 561.29%-548.5pp |
| Employer contribution / active EE | $1,608 | $3,231-50.2% | $2,727-41.0% | $4,660-65.5% |
| Participant deferral / active EE | $12,235 | $5,291+131.3% | $4,519+170.7% | $6,688+82.9% |
| Admin fee / account holder | $3,874 | $7,248-46.6% | $6,149-37.0% | $13,397-71.1% |