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 | $356,142 | $112,881+215.5% | $90,951+291.6% | $158,922+124.1% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 24.90% | 215.79%-190.9pp | 134.60%-109.7pp | 302.83%-277.9pp |
| Employer contribution / active EE | $6,310 | $2,893+118.1% | $2,122+197.4% | $4,761+32.5% |
| Participant deferral / active EE | $4,612 | $4,128+11.7% | $3,373+36.7% | $5,982-22.9% |
| Admin fee / account holder | $3,133 | $8,041-61.0% | $5,959-47.4% | $11,246-72.1% |