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 | $302,555 | $81,625+270.7% | $58,482+417.3% | $139,434+117.0% |
| Participation rate | 100.0% | 61.3%+38.7pp | 50.9%+49.1pp | 80.3%+19.7pp |
| Annual return | 15.51% | 7404.20%-7388.7pp | 4239.32%-4223.8pp | 372.94%-357.4pp |
| Employer contribution / active EE | $1,302 | $1,398-6.9% | $1,053+23.6% | $4,751-72.6% |
| Participant deferral / active EE | $8,432 | $2,557+229.8% | $1,924+338.3% | $6,710+25.7% |
| Admin fee / account holder | $1,629 | $3,265-50.1% | $2,516-35.2% | $11,403-85.7% |