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 | $397,803 | $129,942+206.1% | $104,294+281.4% | $134,475+195.8% |
| Participation rate | 100.0% | 79.5%+20.5pp | 73.3%+26.7pp | 81.2%+18.8pp |
| Annual return | 5.75% | 42.03%-36.3pp | 24.61%-18.9pp | 417.96%-412.2pp |
| Employer contribution / active EE | $6,764 | $4,184+61.7% | $3,372+100.6% | $4,740+42.7% |
| Participant deferral / active EE | $10,959 | $5,588+96.1% | $4,625+137.0% | $6,400+71.2% |
| Admin fee / account holder | $13,034 | $9,323+39.8% | $7,339+77.6% | $11,426+14.1% |