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 | $278,723 | $63,346+340.0% | $92,233+202.2% | $70,131+297.4% |
| Participation rate | 96.0% | 68.7%+27.3pp | 76.5%+19.5pp | 69.5%+26.5pp |
| Annual return | 19.20% | 530.12%-510.9pp | 176.28%-157.1pp | 73.14%-53.9pp |
| Employer contribution / active EE | $5,294 | $2,471+114.2% | $3,679+43.9% | $2,342+126.0% |
| Participant deferral / active EE | $6,819 | $2,854+139.0% | $3,897+75.0% | $3,332+104.7% |
| Admin fee / account holder | $2,102 | $3,840-45.3% | $5,194-59.5% | $4,645-54.8% |