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 | $350,329 | $107,334+226.4% | $92,893+277.1% | $152,861+129.2% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 22.03% | 145.58%-123.6pp | 109.41%-87.4pp | 345.32%-323.3pp |
| Employer contribution / active EE | $1,669 | $4,221-60.5% | $3,653-54.3% | $4,762-64.9% |
| Participant deferral / active EE | $9,422 | $4,845+94.5% | $4,236+122.4% | $5,850+61.1% |
| Admin fee / account holder | $22,310 | $7,079+215.1% | $5,794+285.1% | $11,596+92.4% |