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 | $321,359 | $102,317+214.1% | $146,958+118.7% | $80,856+297.4% |
| Participation rate | 85.4% | 75.8%+9.5pp | 82.2%+3.2pp | 67.6%+17.7pp |
| Annual return | 12.58% | 134.76%-122.2pp | 418.34%-405.8pp | 35.59%-23.0pp |
| Employer contribution / active EE | $2,972 | $3,713-19.9% | $4,933-39.7% | $2,755+7.9% |
| Participant deferral / active EE | $13,315 | $6,644+100.4% | $8,070+65.0% | $4,296+209.9% |
| Admin fee / account holder | $12,857 | $7,941+61.9% | $12,998-1.1% | $6,918+85.8% |