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 | $345,801 | $154,117+124.4% | $129,995+166.0% | $139,434+148.0% |
| Participation rate | 83.3% | 82.0%+1.4pp | 78.5%+4.8pp | 80.3%+3.0pp |
| Annual return | 12.24% | 32.48%-20.2pp | -137.18%+149.4pp | 372.94%-360.7pp |
| Employer contribution / active EE | $11,230 | $5,289+112.3% | $4,320+160.0% | $4,751+136.4% |
| Participant deferral / active EE | $12,731 | $6,710+89.7% | $5,820+118.7% | $6,710+89.7% |
| Admin fee / account holder | $15,008 | $14,007+7.1% | $10,614+41.4% | $11,403+31.6% |