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 | $326,742 | $95,561+241.9% | $77,163+323.4% | $139,434+134.3% |
| Participation rate | 91.7% | 73.9%+17.7pp | 69.6%+22.1pp | 80.3%+11.3pp |
| Annual return | 13.27% | 54.92%-41.6pp | 37.87%-24.6pp | 372.94%-359.7pp |
| Employer contribution / active EE | $1,087 | $3,147-65.5% | $2,535-57.1% | $4,751-77.1% |
| Participant deferral / active EE | $7,715 | $4,624+66.9% | $3,833+101.3% | $6,710+15.0% |
| Admin fee / account holder | $18,348 | $8,295+121.2% | $5,472+235.3% | $11,403+60.9% |