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 | $502,195 | $61,605+715.2% | $112,229+347.5% | $75,163+568.1% |
| Participation rate | 100.0% | 61.7%+38.3pp | 72.4%+27.6pp | 67.2%+32.8pp |
| Annual return | 17.56% | 28.47%-10.9pp | 30.20%-12.6pp | 160.62%-143.1pp |
| Employer contribution / active EE | $9,706 | $2,015+381.6% | $3,430+183.0% | $2,670+263.6% |
| Participant deferral / active EE | $9,809 | $3,108+215.6% | $4,798+104.4% | $4,125+137.8% |
| Admin fee / account holder | $2,693 | $4,862-44.6% | $7,748-65.2% | $5,651-52.3% |