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 | $364,746 | $84,233+333.0% | $170,442+114.0% | $70,131+420.1% |
| Participation rate | 89.7% | 70.8%+18.8pp | 83.6%+6.1pp | 69.5%+20.1pp |
| Annual return | 13.32% | 23.06%-9.7pp | 205.93%-192.6pp | 73.14%-59.8pp |
| Employer contribution / active EE | $21,410 | $3,387+532.1% | $5,433+294.1% | $2,342+814.0% |
| Participant deferral / active EE | $12,321 | $3,086+299.3% | $4,939+149.4% | $3,332+269.8% |
| Admin fee / account holder | $1,669 | $5,698-70.7% | $13,880-88.0% | $4,645-64.1% |