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 | $299,251 | $117,983+153.6% | $101,794+194.0% | $142,382+110.2% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 19.63% | 36.92%-17.3pp | 30.53%-10.9pp | 217.08%-197.4pp |
| Employer contribution / active EE | $1,446 | $2,773-47.8% | $2,289-36.8% | $4,299-66.4% |
| Participant deferral / active EE | $3,035 | $4,714-35.6% | $4,084-25.7% | $6,507-53.4% |
| Admin fee / account holder | $4,222 | $10,433-59.5% | $8,777-51.9% | $12,624-66.6% |