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 | $349,247 | $95,971+263.9% | $74,550+368.5% | $135,375+158.0% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | 6.25% | 56.96%-50.7pp | 32.53%-26.3pp | 519.73%-513.5pp |
| Employer contribution / active EE | $1,324 | $2,716-51.2% | $1,961-32.5% | $4,779-72.3% |
| Participant deferral / active EE | $7,047 | $3,843+83.3% | $3,108+126.7% | $5,609+25.6% |
| Admin fee / account holder | $11,408 | $6,522+74.9% | $5,060+125.5% | $10,827+5.4% |