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 | $307,898 | $102,966+199.0% | $90,281+241.0% | $152,861+101.4% |
| Participation rate | 95.8% | 75.9%+20.0pp | 73.3%+22.6pp | 82.4%+13.4pp |
| Annual return | 23.15% | 95.16%-72.0pp | 78.10%-54.9pp | 345.32%-322.2pp |
| Employer contribution / active EE | $4,283 | $3,139+36.4% | $2,854+50.0% | $4,762-10.1% |
| Participant deferral / active EE | $5,849 | $4,281+36.6% | $3,885+50.5% | $5,8500% |
| Admin fee / account holder | $35,765 | $6,171+479.6% | $5,351+568.4% | $11,596+208.4% |