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 | $355,338 | $172,111+106.5% | $150,298+136.4% | $137,256+158.9% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 12.08% | 69.37%-57.3pp | 62.79%-50.7pp | 220.34%-208.3pp |
| Employer contribution / active EE | $2,208 | $4,636-52.4% | $4,154-46.9% | $4,156-46.9% |
| Participant deferral / active EE | $11,553 | $6,166+87.4% | $5,453+111.9% | $6,407+80.3% |
| Admin fee / account holder | $34,946 | $16,471+112.2% | $14,116+147.6% | $12,270+184.8% |