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 | $832,615 | $115,770+619.2% | $101,248+722.3% | $158,922+423.9% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 21.65% | 56.14%-34.5pp | 46.47%-24.8pp | 302.83%-281.2pp |
| Employer contribution / active EE | $995 | $4,175-76.2% | $3,660-72.8% | $4,761-79.1% |
| Participant deferral / active EE | $3,634 | $4,957-26.7% | $4,370-16.8% | $5,982-39.3% |
| Admin fee / account holder | $10,842 | $7,245+49.6% | $5,945+82.3% | $11,246-3.6% |