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 | $407,167 | $197,591+106.1% | $177,821+129.0% | $158,922+156.2% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 17.40% | 58.76%-41.4pp | 48.32%-30.9pp | 302.83%-285.4pp |
| Employer contribution / active EE | $1,897 | $6,697-71.7% | $5,918-67.9% | $4,761-60.1% |
| Participant deferral / active EE | $11,331 | $8,405+34.8% | $7,714+46.9% | $5,982+89.4% |
| Admin fee / account holder | $2,479 | $15,399-83.9% | $12,427-80.1% | $11,246-78.0% |