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 | $418,687 | $89,753+366.5% | $107,525+289.4% | $84,808+393.7% |
| Participation rate | 100.0% | 68.1%+31.9pp | 75.1%+24.9pp | 68.3%+31.7pp |
| Annual return | 17.04% | 29.48%-12.4pp | 181.32%-164.3pp | 40.90%-23.9pp |
| Employer contribution / active EE | $3,762 | $3,113+20.8% | $3,754+0.2% | $2,631+43.0% |
| Participant deferral / active EE | $10,227 | $4,056+152.1% | $5,116+99.9% | $4,212+142.8% |
| Admin fee / account holder | $21,330 | $7,222+195.4% | $8,919+139.2% | $7,344+190.5% |