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 | $365,640 | $115,770+215.8% | $101,248+261.1% | $158,922+130.1% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 8.57% | 56.14%-47.6pp | 46.47%-37.9pp | 302.83%-294.3pp |
| Employer contribution / active EE | $3,694 | $4,175-11.5% | $3,660+1.0% | $4,761-22.4% |
| Participant deferral / active EE | $21,333 | $4,957+330.3% | $4,370+388.2% | $5,982+256.6% |
| Admin fee / account holder | $2,910 | $7,245-59.8% | $5,945-51.0% | $11,246-74.1% |