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 | $371,756 | $106,890+247.8% | $84,015+342.5% | $152,861+143.2% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.4%+17.6pp |
| Annual return | 19.11% | 104.99%-85.9pp | 71.31%-52.2pp | 345.32%-326.2pp |
| Employer contribution / active EE | $1,192 | $2,734-56.4% | $1,983-39.9% | $4,762-75.0% |
| Participant deferral / active EE | $1,684 | $4,011-58.0% | $3,239-48.0% | $5,850-71.2% |
| Admin fee / account holder | $2,714 | $8,285-67.2% | $6,101-55.5% | $11,596-76.6% |