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 | $313,297 | $91,538+242.3% | $129,995+141.0% | $75,163+316.8% |
| Participation rate | 97.9% | 71.4%+26.4pp | 78.5%+19.4pp | 67.2%+30.7pp |
| Annual return | 14.44% | -631.11%+645.6pp | -137.18%+151.6pp | 160.62%-146.2pp |
| Employer contribution / active EE | $8,284 | $2,845+191.1% | $4,320+91.8% | $2,670+210.3% |
| Participant deferral / active EE | $8,230 | $4,341+89.6% | $5,820+41.4% | $4,125+99.5% |
| Admin fee / account holder | $1,279 | $6,790-81.2% | $10,614-87.9% | $5,651-77.4% |