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 | $291,303 | $99,877+191.7% | $84,966+242.8% | $145,922+99.6% |
| Participation rate | 94.4% | 74.1%+20.4pp | 67.5%+26.9pp | 80.3%+14.2pp |
| Annual return | 13.08% | 83.76%-70.7pp | 66.38%-53.3pp | 561.29%-548.2pp |
| Employer contribution / active EE | $13,233 | $3,231+309.5% | $2,727+385.2% | $4,660+184.0% |
| Participant deferral / active EE | $2,999 | $5,291-43.3% | $4,519-33.6% | $6,688-55.1% |
| Admin fee / account holder | $24,092 | $7,248+232.4% | $6,149+291.8% | $13,397+79.8% |