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 | $381,533 | $100,773+278.6% | $88,946+329.0% | $142,382+168.0% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 18.07% | 70.18%-52.1pp | 57.82%-39.8pp | 217.08%-199.0pp |
| Employer contribution / active EE | $4,510 | $2,918+54.6% | $2,555+76.5% | $4,299+4.9% |
| Participant deferral / active EE | $15,800 | $5,230+202.1% | $4,581+244.9% | $6,507+142.8% |
| Admin fee / account holder | $2,071 | $9,693-78.6% | $8,261-74.9% | $12,624-83.6% |