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 | $321,491 | $115,770+177.7% | $101,248+217.5% | $158,922+102.3% |
| Participation rate | 92.9% | 79.4%+13.5pp | 75.8%+17.0pp | 82.0%+10.9pp |
| Annual return | 14.08% | 56.14%-42.1pp | 46.47%-32.4pp | 302.83%-288.7pp |
| Employer contribution / active EE | $2,451 | $4,175-41.3% | $3,660-33.0% | $4,761-48.5% |
| Participant deferral / active EE | $7,984 | $4,957+61.1% | $4,370+82.7% | $5,982+33.5% |
| Admin fee / account holder | $3,932 | $7,245-45.7% | $5,945-33.9% | $11,246-65.0% |