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 | $359,003 | $108,172+231.9% | $77,482+363.3% | $158,922+125.9% |
| Participation rate | 100.0% | 64.4%+35.6pp | 54.2%+45.8pp | 82.0%+18.0pp |
| Annual return | 13.50% | 31.67%-18.2pp | 54.79%-41.3pp | 302.83%-289.3pp |
| Employer contribution / active EE | $5,785 | $1,325+336.7% | $986+486.5% | $4,761+21.5% |
| Participant deferral / active EE | $4,335 | $2,456+76.5% | $1,861+132.9% | $5,982-27.5% |
| Admin fee / account holder | $1,312 | $3,708-64.6% | $2,858-54.1% | $11,246-88.3% |