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 | $389,494 | $102,616+279.6% | $81,983+375.1% | $158,922+145.1% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.2%+30.8pp | 82.0%+18.0pp |
| Annual return | 11.40% | 61.04%-49.6pp | 41.31%-29.9pp | 302.83%-291.4pp |
| Employer contribution / active EE | $2,678 | $3,240-17.3% | $2,498+7.2% | $4,761-43.8% |
| Participant deferral / active EE | $21,292 | $4,648+358.1% | $3,722+472.0% | $5,982+255.9% |
| Admin fee / account holder | $721 | $8,235-91.2% | $5,664-87.3% | $11,246-93.6% |