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 | $701,576 | $102,616+583.7% | $81,983+755.8% | $158,922+341.5% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.2%+30.8pp | 82.0%+18.0pp |
| Annual return | 14.14% | 61.04%-46.9pp | 41.31%-27.2pp | 302.83%-288.7pp |
| Employer contribution / active EE | $2,028 | $3,240-37.4% | $2,498-18.8% | $4,761-57.4% |
| Participant deferral / active EE | $7,160 | $4,648+54.0% | $3,722+92.4% | $5,982+19.7% |
| Admin fee / account holder | $1,098 | $8,235-86.7% | $5,664-80.6% | $11,246-90.2% |