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 | $741,751 | $124,319+496.7% | $111,297+566.5% | $167,490+342.9% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | 23.82% | 37.44%-13.6pp | 54.65%-30.8pp | 478.56%-454.7pp |
| Employer contribution / active EE | $1,561 | $3,435-54.6% | $2,731-42.8% | $4,837-67.7% |
| Participant deferral / active EE | $6,789 | $5,180+31.1% | $4,487+51.3% | $6,341+7.1% |
| Admin fee / account holder | $26,904 | $10,618+153.4% | $7,964+237.8% | $12,309+118.6% |