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 | $406,947 | $172,111+136.4% | $150,298+170.8% | $137,256+196.5% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 13.90% | 69.37%-55.5pp | 62.79%-48.9pp | 220.34%-206.4pp |
| Employer contribution / active EE | $2,221 | $4,636-52.1% | $4,154-46.5% | $4,156-46.6% |
| Participant deferral / active EE | $10,544 | $6,166+71.0% | $5,453+93.4% | $6,407+64.6% |
| Admin fee / account holder | $7,012 | $16,471-57.4% | $14,116-50.3% | $12,270-42.9% |