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 | $426,250 | $118,849+258.6% | $96,562+341.4% | $167,490+154.5% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 14.20% | 50.49%-36.3pp | 37.78%-23.6pp | 478.56%-464.4pp |
| Employer contribution / active EE | $1,942 | $3,120-37.7% | $2,356-17.6% | $4,837-59.8% |
| Participant deferral / active EE | $5,032 | $4,616+9.0% | $3,849+30.7% | $6,341-20.7% |
| Admin fee / account holder | $545 | $8,065-93.2% | $6,181-91.2% | $12,309-95.6% |