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 6-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 | $268,347 | $108,919+146.4% | $100,391+167.3% | $145,922+83.9% |
| Participation rate | 92.9% | 82.9%+9.9pp | 81.5%+11.4pp | 80.3%+12.6pp |
| Annual return | 16.49% | 57.88%-41.4pp | 49.20%-32.7pp | 561.29%-544.8pp |
| Employer contribution / active EE | $3,080 | $4,419-30.3% | $3,942-21.9% | $4,660-33.9% |
| Participant deferral / active EE | $9,396 | $8,445+11.3% | $8,082+16.3% | $6,688+40.5% |
| Admin fee / account holder | $51,700 | $9,689+433.6% | $7,899+554.5% | $13,397+285.9% |