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 | $258,921 | $162,781+59.1% | $133,956+93.3% | $158,922+62.9% |
| Participation rate | 93.3% | 83.2%+10.1pp | 79.8%+13.5pp | 82.0%+11.4pp |
| Annual return | 17.18% | 41.94%-24.8pp | 45.09%-27.9pp | 302.83%-285.6pp |
| Employer contribution / active EE | $20,437 | $4,975+310.8% | $3,919+421.5% | $4,761+329.2% |
| Participant deferral / active EE | $6,933 | $5,911+17.3% | $5,048+37.4% | $5,982+15.9% |
| Admin fee / account holder | $833 | $11,736-92.9% | $8,927-90.7% | $11,246-92.6% |