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 | $262,535 | $99,079+165.0% | $77,999+236.6% | $273,961-4.2% |
| Participation rate | 93.8% | 78.6%+15.2pp | 75.5%+18.2pp | 83.0%+10.7pp |
| Annual return | 6.53% | 217.93%-211.4pp | 425.96%-419.4pp | 41.45%-34.9pp |
| Employer contribution / active EE | $13,516 | $3,308+308.6% | $2,470+447.2% | $4,869+177.6% |
| Participant deferral / active EE | $5,734 | $4,306+33.2% | $3,497+64.0% | $5,287+8.5% |
| Admin fee / account holder | $54,769 | $8,954+511.7% | $5,480+899.3% | $10,132+440.6% |