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 | $301,064 | $117,983+155.2% | $101,794+195.8% | $142,382+111.4% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 18.39% | 36.92%-18.5pp | 30.53%-12.1pp | 217.08%-198.7pp |
| Employer contribution / active EE | $5,388 | $2,773+94.3% | $2,289+135.4% | $4,299+25.3% |
| Participant deferral / active EE | $7,834 | $4,714+66.2% | $4,084+91.8% | $6,507+20.4% |
| Admin fee / account holder | $2,221 | $10,433-78.7% | $8,777-74.7% | $12,624-82.4% |