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 | $252,844 | $104,907+141.0% | $84,611+198.8% | $152,861+65.4% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.4%+17.6pp |
| Annual return | 24.22% | 373.79%-349.6pp | 258.74%-234.5pp | 345.32%-321.1pp |
| Employer contribution / active EE | $1,079 | $3,302-67.3% | $2,652-59.3% | $4,762-77.3% |
| Participant deferral / active EE | $1,406 | $4,688-70.0% | $3,899-63.9% | $5,850-76.0% |
| Admin fee / account holder | $2,784 | $6,241-55.4% | $4,912-43.3% | $11,596-76.0% |