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 | $309,680 | $112,881+174.3% | $90,951+240.5% | $158,922+94.9% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 9.11% | 215.79%-206.7pp | 134.60%-125.5pp | 302.83%-293.7pp |
| Employer contribution / active EE | $3,671 | $2,893+26.9% | $2,122+73.0% | $4,761-22.9% |
| Participant deferral / active EE | $8,500 | $4,128+105.9% | $3,373+152.0% | $5,982+42.1% |
| Admin fee / account holder | $2,884 | $8,041-64.1% | $5,959-51.6% | $11,246-74.4% |