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 | $274,383 | $102,317+168.2% | $146,958+86.7% | $80,856+239.3% |
| Participation rate | 96.3% | 75.8%+20.5pp | 82.2%+14.1pp | 67.6%+28.7pp |
| Annual return | 29.98% | 134.76%-104.8pp | 418.34%-388.4pp | 35.59%-5.6pp |
| Employer contribution / active EE | $7,681 | $3,713+106.9% | $4,933+55.7% | $2,755+178.8% |
| Participant deferral / active EE | $14,186 | $6,644+113.5% | $8,070+75.8% | $4,296+230.2% |
| Admin fee / account holder | $7,807 | $7,941-1.7% | $12,998-39.9% | $6,918+12.9% |