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 | $343,111 | $118,849+188.7% | $96,562+255.3% | $167,490+104.9% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 16.01% | 50.49%-34.5pp | 37.78%-21.8pp | 478.56%-462.5pp |
| Employer contribution / active EE | $1,532 | $3,120-50.9% | $2,356-35.0% | $4,837-68.3% |
| Participant deferral / active EE | $7,284 | $4,616+57.8% | $3,849+89.2% | $6,341+14.9% |
| Admin fee / account holder | $11,354 | $8,065+40.8% | $6,181+83.7% | $12,309-7.8% |