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 | $253,749 | $99,877+154.1% | $84,966+198.6% | $145,922+73.9% |
| Participation rate | 91.3% | 74.1%+17.2pp | 67.5%+23.8pp | 80.3%+11.0pp |
| Annual return | 16.20% | 83.76%-67.6pp | 66.38%-50.2pp | 561.29%-545.1pp |
| Employer contribution / active EE | $5,871 | $3,231+81.7% | $2,727+115.3% | $4,660+26.0% |
| Participant deferral / active EE | $14,968 | $5,291+182.9% | $4,519+231.2% | $6,688+123.8% |
| Admin fee / account holder | $17,109 | $7,248+136.1% | $6,149+178.3% | $13,397+27.7% |