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 | $314,583 | $103,376+204.3% | $87,100+261.2% | $152,861+105.8% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.9%+23.1pp | 82.4%+17.6pp |
| Annual return | 23.05% | 28.10%-5.0pp | 28.19%-5.1pp | 345.32%-322.3pp |
| Employer contribution / active EE | $1,365 | $3,220-57.6% | $2,521-45.8% | $4,762-71.3% |
| Participant deferral / active EE | $6,275 | $4,778+31.3% | $4,049+55.0% | $5,850+7.3% |
| Admin fee / account holder | $441 | $12,205-96.4% | $7,497-94.1% | $11,596-96.2% |