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 | $395,084 | $99,877+295.6% | $84,966+365.0% | $145,922+170.8% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 13.95% | 83.76%-69.8pp | 66.38%-52.4pp | 561.29%-547.3pp |
| Employer contribution / active EE | $1,659 | $3,231-48.6% | $2,727-39.2% | $4,660-64.4% |
| Participant deferral / active EE | $5,894 | $5,291+11.4% | $4,519+30.4% | $6,688-11.9% |
| Admin fee / account holder | $3,751 | $7,248-48.3% | $6,149-39.0% | $13,397-72.0% |