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 | $257,079 | $91,538+180.8% | $129,995+97.8% | $75,163+242.0% |
| Participation rate | 80.0% | 71.4%+8.6pp | 78.5%+1.5pp | 67.2%+12.8pp |
| Annual return | 14.28% | -631.11%+645.4pp | -137.18%+151.5pp | 160.62%-146.3pp |
| Employer contribution / active EE | $2,305 | $2,845-19.0% | $4,320-46.6% | $2,670-13.7% |
| Participant deferral / active EE | $9,031 | $4,341+108.0% | $5,820+55.2% | $4,125+118.9% |
| Admin fee / account holder | $11,772 | $6,790+73.4% | $10,614+10.9% | $5,651+108.3% |