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 | $388,414 | $117,983+229.2% | $101,794+281.6% | $142,382+172.8% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 13.20% | 36.92%-23.7pp | 30.53%-17.3pp | 217.08%-203.9pp |
| Employer contribution / active EE | $1,668 | $2,773-39.8% | $2,289-27.1% | $4,299-61.2% |
| Participant deferral / active EE | $4,961 | $4,714+5.2% | $4,084+21.5% | $6,507-23.8% |
| Admin fee / account holder | $13,012 | $10,433+24.7% | $8,777+48.3% | $12,624+3.1% |