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 | $545,582 | $172,111+217.0% | $150,298+263.0% | $137,256+297.5% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 14.65% | 69.37%-54.7pp | 62.79%-48.1pp | 220.34%-205.7pp |
| Employer contribution / active EE | $1,880 | $4,636-59.5% | $4,154-54.8% | $4,156-54.8% |
| Participant deferral / active EE | $11,070 | $6,166+79.5% | $5,453+103.0% | $6,407+72.8% |
| Admin fee / account holder | $52,241 | $16,471+217.2% | $14,116+270.1% | $12,270+325.8% |