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 | $392,591 | $108,172+262.9% | $77,482+406.7% | $158,922+147.0% |
| Participation rate | 100.0% | 64.4%+35.6pp | 54.2%+45.8pp | 82.0%+18.0pp |
| Annual return | 4.47% | 31.67%-27.2pp | 54.79%-50.3pp | 302.83%-298.4pp |
| Employer contribution / active EE | $21,803 | $1,325+1545.7% | $986+2110.3% | $4,761+357.9% |
| Participant deferral / active EE | $9,644 | $2,456+292.6% | $1,861+418.2% | $5,982+61.2% |
| Admin fee / account holder | $5,926 | $3,708+59.8% | $2,858+107.4% | $11,246-47.3% |