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 | $567,457 | $133,922+323.7% | $116,228+388.2% | $142,382+298.5% |
| Participation rate | 87.5% | 77.9%+9.6pp | 74.6%+12.9pp | 80.1%+7.4pp |
| Annual return | 14.46% | 147.76%-133.3pp | 90.06%-75.6pp | 217.08%-202.6pp |
| Employer contribution / active EE | $2,064 | $3,446-40.1% | $2,994-31.1% | $4,299-52.0% |
| Participant deferral / active EE | $8,901 | $5,672+56.9% | $4,953+79.7% | $6,507+36.8% |
| Admin fee / account holder | $3,918 | $14,945-73.8% | $11,989-67.3% | $12,624-69.0% |