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 | $407,041 | $93,571+335.0% | $135,903+199.5% | $75,163+441.5% |
| Participation rate | 97.2% | 75.2%+22.0pp | 81.9%+15.3pp | 67.2%+30.0pp |
| Annual return | 18.61% | 30.90%-12.3pp | 68.23%-49.6pp | 160.62%-142.0pp |
| Employer contribution / active EE | $1,790 | $3,537-49.4% | $4,856-63.1% | $2,670-33.0% |
| Participant deferral / active EE | $10,616 | $6,404+65.8% | $7,758+36.8% | $4,125+157.4% |
| Admin fee / account holder | $38,145 | $6,975+446.8% | $10,762+254.4% | $5,651+575.0% |