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 | $302,804 | $102,317+195.9% | $146,958+106.0% | $80,856+274.5% |
| Participation rate | 88.6% | 75.8%+12.7pp | 82.2%+6.4pp | 67.6%+20.9pp |
| Annual return | 15.40% | 134.76%-119.4pp | 418.34%-402.9pp | 35.59%-20.2pp |
| Employer contribution / active EE | $4,851 | $3,713+30.6% | $4,933-1.7% | $2,755+76.1% |
| Participant deferral / active EE | $10,746 | $6,644+61.8% | $8,070+33.2% | $4,296+150.2% |
| Admin fee / account holder | $4,178 | $7,941-47.4% | $12,998-67.9% | $6,918-39.6% |