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 | $422,648 | $124,319+240.0% | $111,297+279.7% | $167,490+152.3% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | 14.71% | 37.44%-22.7pp | 54.65%-39.9pp | 478.56%-463.8pp |
| Employer contribution / active EE | $2,101 | $3,435-38.9% | $2,731-23.1% | $4,837-56.6% |
| Participant deferral / active EE | $3,760 | $5,180-27.4% | $4,487-16.2% | $6,341-40.7% |
| Admin fee / account holder | $20,835 | $10,618+96.2% | $7,964+161.6% | $12,309+69.3% |