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 | $440,445 | $100,773+337.1% | $88,946+395.2% | $142,382+209.3% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 13.55% | 70.18%-56.6pp | 57.82%-44.3pp | 217.08%-203.5pp |
| Employer contribution / active EE | $2,622 | $2,918-10.1% | $2,555+2.6% | $4,299-39.0% |
| Participant deferral / active EE | $11,137 | $5,230+112.9% | $4,581+143.1% | $6,507+71.2% |
| Admin fee / account holder | $2,983 | $9,693-69.2% | $8,261-63.9% | $12,624-76.4% |