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 | $425,535 | $162,781+161.4% | $133,956+217.7% | $158,922+167.8% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 22.06% | 41.94%-19.9pp | 45.09%-23.0pp | 302.83%-280.8pp |
| Employer contribution / active EE | $4,685 | $4,975-5.8% | $3,919+19.6% | $4,761-1.6% |
| Participant deferral / active EE | $20,215 | $5,911+242.0% | $5,048+300.5% | $5,982+237.9% |
| Admin fee / account holder | $1,782 | $11,736-84.8% | $8,927-80.0% | $11,246-84.2% |