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 | $703,678 | $115,770+507.8% | $101,248+595.0% | $158,922+342.8% |
| Participation rate | 92.9% | 79.4%+13.5pp | 75.8%+17.0pp | 82.0%+10.9pp |
| Annual return | 33.24% | 56.14%-22.9pp | 46.47%-13.2pp | 302.83%-269.6pp |
| Employer contribution / active EE | $1,919 | $4,175-54.0% | $3,660-47.6% | $4,761-59.7% |
| Participant deferral / active EE | $2,649 | $4,957-46.6% | $4,370-39.4% | $5,982-55.7% |
| Admin fee / account holder | $7,592 | $7,245+4.8% | $5,945+27.7% | $11,246-32.5% |