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 | $411,274 | $63,346+549.3% | $92,233+345.9% | $70,131+486.4% |
| Participation rate | 92.3% | 68.7%+23.6pp | 76.5%+15.8pp | 69.5%+22.8pp |
| Annual return | 13.89% | 530.12%-516.2pp | 176.28%-162.4pp | 73.14%-59.2pp |
| Employer contribution / active EE | $6,110 | $2,471+147.2% | $3,679+66.1% | $2,342+160.8% |
| Participant deferral / active EE | $10,515 | $2,854+268.5% | $3,897+169.8% | $3,332+215.6% |
| Admin fee / account holder | $5,589 | $3,840+45.5% | $5,194+7.6% | $4,645+20.3% |