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 | $334,512 | $115,770+188.9% | $101,248+230.4% | $158,922+110.5% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 31.38% | 56.14%-24.8pp | 46.47%-15.1pp | 302.83%-271.4pp |
| Employer contribution / active EE | $1,203 | $4,175-71.2% | $3,660-67.1% | $4,761-74.7% |
| Participant deferral / active EE | $5,380 | $4,957+8.5% | $4,370+23.1% | $5,982-10.1% |
| Admin fee / account holder | $8,736 | $7,245+20.6% | $5,945+46.9% | $11,246-22.3% |