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 | $335,948 | $48,570+591.7% | $130,648+157.1% | $72,985+360.3% |
| Participation rate | 100.0% | 58.6%+41.4pp | 71.7%+28.3pp | 69.5%+30.5pp |
| Annual return | 21.67% | 38.63%-17.0pp | 1708.96%-1687.3pp | 81.00%-59.3pp |
| Employer contribution / active EE | $14,750 | $1,334+1005.6% | $4,092+260.5% | $2,440+504.5% |
| Participant deferral / active EE | $3,941 | $2,384+65.3% | $3,603+9.4% | $3,607+9.3% |
| Admin fee / account holder | $811 | $3,549-77.1% | $5,464-85.2% | $5,124-84.2% |