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 | $455,531 | $107,334+324.4% | $92,893+390.4% | $152,861+198.0% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 21.04% | 145.58%-124.5pp | 109.41%-88.4pp | 345.32%-324.3pp |
| Employer contribution / active EE | $1,408 | $4,221-66.7% | $3,653-61.5% | $4,762-70.4% |
| Participant deferral / active EE | $5,798 | $4,845+19.7% | $4,236+36.9% | $5,850-0.9% |
| Admin fee / account holder | $31,344 | $7,079+342.8% | $5,794+441.0% | $11,596+170.3% |