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 | $288,869 | $106,890+170.2% | $84,015+243.8% | $152,861+89.0% |
| Participation rate | 90.9% | 75.2%+15.7pp | 69.0%+21.9pp | 82.4%+8.5pp |
| Annual return | 22.80% | 104.99%-82.2pp | 71.31%-48.5pp | 345.32%-322.5pp |
| Employer contribution / active EE | $5,638 | $2,734+106.2% | $1,983+184.2% | $4,762+18.4% |
| Participant deferral / active EE | $6,891 | $4,011+71.8% | $3,239+112.8% | $5,850+17.8% |
| Admin fee / account holder | $1,566 | $8,285-81.1% | $6,101-74.3% | $11,596-86.5% |