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 | $376,593 | $227,553+65.5% | $189,557+98.7% | $167,490+124.8% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 13.61% | 78.40%-64.8pp | 64.17%-50.6pp | 478.56%-464.9pp |
| Employer contribution / active EE | $2,291 | $5,316-56.9% | $4,412-48.1% | $4,837-52.6% |
| Participant deferral / active EE | $4,456 | $7,002-36.4% | $6,174-27.8% | $6,341-29.7% |
| Admin fee / account holder | $1,342 | $11,878-88.7% | $9,807-86.3% | $12,309-89.1% |