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 | $377,383 | $180,449+109.1% | $154,107+144.9% | $135,375+178.8% |
| Participation rate | 91.7% | 87.4%+4.2pp | 83.0%+8.6pp | 82.6%+9.0pp |
| Annual return | 0.33% | 888.09%-887.8pp | 735.12%-734.8pp | 519.73%-519.4pp |
| Employer contribution / active EE | $14,733 | $6,035+144.1% | $5,298+178.1% | $4,779+208.3% |
| Participant deferral / active EE | $7,857 | $5,806+35.3% | $5,081+54.6% | $5,609+40.1% |
| Admin fee / account holder | $1,383 | $16,143-91.4% | $13,411-89.7% | $10,827-87.2% |