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 | $417,074 | $162,322+156.9% | $135,903+206.9% | - |
| Participation rate | 100.0% | 71.5%+28.5pp | 81.9%+18.1pp | - |
| Annual return | 15.83% | 15.15%+0.7pp | 68.23%-52.4pp | - |
| Employer contribution / active EE | $21,763 | $3,400+540.2% | $4,856+348.2% | - |
| Participant deferral / active EE | $12,516 | $5,722+118.7% | $7,758+61.3% | - |
| Admin fee / account holder | $6,304 | $23,877-73.6% | $10,762-41.4% | - |