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 | $403,498 | $84,696+376.4% | $75,696+433.1% | $167,490+140.9% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.8%+25.2pp | 82.1%+17.9pp |
| Annual return | 17.13% | 199.36%-182.2pp | 104.53%-87.4pp | 478.56%-461.4pp |
| Employer contribution / active EE | $815 | $3,230-74.8% | $2,743-70.3% | $4,837-83.2% |
| Participant deferral / active EE | $12,287 | $4,580+168.3% | $3,821+221.5% | $6,341+93.8% |
| Admin fee / account holder | $898 | $5,355-83.2% | $3,619-75.2% | $12,309-92.7% |