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 | $458,810 | $95,561+380.1% | $77,163+494.6% | $139,434+229.1% |
| Participation rate | 100.0% | 73.9%+26.1pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 13.27% | 54.92%-41.7pp | 37.87%-24.6pp | 372.94%-359.7pp |
| Employer contribution / active EE | $463 | $3,147-85.3% | $2,535-81.7% | $4,751-90.3% |
| Participant deferral / active EE | $2,437 | $4,624-47.3% | $3,833-36.4% | $6,710-63.7% |
| Admin fee / account holder | $6,826 | $8,295-17.7% | $5,472+24.7% | $11,403-40.1% |