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 | $266,275 | $51,175+420.3% | $70,515+277.6% | $75,163+254.3% |
| Participation rate | 98.5% | 60.9%+37.6pp | 68.3%+30.2pp | 67.2%+31.3pp |
| Annual return | 20.04% | 30.02%-10.0pp | 32.77%-12.7pp | 160.62%-140.6pp |
| Employer contribution / active EE | $1,524 | $1,826-16.5% | $2,973-48.7% | $2,670-42.9% |
| Participant deferral / active EE | $7,860 | $2,849+175.8% | $4,567+72.1% | $4,125+90.5% |
| Admin fee / account holder | $24,684 | $4,091+503.4% | $6,412+285.0% | $5,651+336.8% |