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 | $765,223 | $115,770+561.0% | $101,248+655.8% | $158,922+381.5% |
| Participation rate | 71.4% | 79.4%-7.9pp | 75.8%-4.4pp | 82.0%-10.5pp |
| Annual return | 18.74% | 56.14%-37.4pp | 46.47%-27.7pp | 302.83%-284.1pp |
| Employer contribution / active EE | $1,438 | $4,175-65.5% | $3,660-60.7% | $4,761-69.8% |
| Participant deferral / active EE | $3,267 | $4,957-34.1% | $4,370-25.2% | $5,982-45.4% |
| Admin fee / account holder | $1,596 | $7,245-78.0% | $5,945-73.2% | $11,246-85.8% |