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 | $353,812 | $68,346+417.7% | $94,646+273.8% | $75,163+370.7% |
| Participation rate | 72.2% | 76.1%-3.9pp | 80.8%-8.6pp | 67.2%+5.0pp |
| Annual return | 22.08% | 616.93%-594.8pp | 156.71%-134.6pp | 160.62%-138.5pp |
| Employer contribution / active EE | $1,811 | $2,701-32.9% | $3,672-50.7% | $2,670-32.2% |
| Participant deferral / active EE | $7,321 | $6,537+12.0% | $7,418-1.3% | $4,125+77.5% |
| Admin fee / account holder | $65,216 | $5,326+1124.5% | $7,231+801.9% | $5,651+1054.1% |