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 9-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 | $335,005 | $84,233+297.7% | $170,442+96.6% | $70,131+377.7% |
| Participation rate | 92.1% | 70.8%+21.3pp | 83.6%+8.5pp | 69.5%+22.6pp |
| Annual return | 13.71% | 23.06%-9.4pp | 205.93%-192.2pp | 73.14%-59.4pp |
| Employer contribution / active EE | $22,615 | $3,387+567.7% | $5,433+316.3% | $2,342+865.4% |
| Participant deferral / active EE | $12,758 | $3,086+313.5% | $4,939+158.3% | $3,332+282.9% |
| Admin fee / account holder | $5,154 | $5,698-9.6% | $13,880-62.9% | $4,645+10.9% |