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 | $569,372 | $111,814+409.2% | $103,374+450.8% | $145,959+290.1% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 14.19% | 24.77%-10.6pp | 24.89%-10.7pp | 561.95%-547.8pp |
| Employer contribution / active EE | $3,134 | $4,214-25.6% | $3,869-19.0% | $4,661-32.7% |
| Participant deferral / active EE | $15,566 | $5,618+177.1% | $5,058+207.8% | $6,689+132.7% |
| Admin fee / account holder | $12,296 | $9,754+26.1% | $8,394+46.5% | $13,398-8.2% |