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 | $312,669 | $102,317+205.6% | $146,958+112.8% | $80,856+286.7% |
| Participation rate | 81.5% | 75.8%+5.6pp | 82.2%-0.7pp | 67.6%+13.8pp |
| Annual return | 16.12% | 134.76%-118.6pp | 418.34%-402.2pp | 35.59%-19.5pp |
| Employer contribution / active EE | $14,693 | $3,713+295.7% | $4,933+197.9% | $2,755+433.4% |
| Participant deferral / active EE | $12,466 | $6,644+87.6% | $8,070+54.5% | $4,296+190.2% |
| Admin fee / account holder | $639 | $7,941-92.0% | $12,998-95.1% | $6,918-90.8% |