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 | $298,891 | $106,890+179.6% | $84,015+255.8% | $152,861+95.5% |
| Participation rate | 83.3% | 75.2%+8.1pp | 69.0%+14.3pp | 82.4%+0.9pp |
| Annual return | 21.13% | 104.99%-83.9pp | 71.31%-50.2pp | 345.32%-324.2pp |
| Employer contribution / active EE | $967 | $2,734-64.6% | $1,983-51.2% | $4,762-79.7% |
| Participant deferral / active EE | $1,906 | $4,011-52.5% | $3,239-41.2% | $5,850-67.4% |
| Admin fee / account holder | $50,988 | $8,285+515.4% | $6,101+735.8% | $11,596+339.7% |