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 | $303,165 | $63,346+378.6% | $92,233+228.7% | $70,131+332.3% |
| Participation rate | 97.4% | 68.7%+28.8pp | 76.5%+21.0pp | 69.5%+27.9pp |
| Annual return | 12.81% | 530.12%-517.3pp | 176.28%-163.5pp | 73.14%-60.3pp |
| Employer contribution / active EE | $2,684 | $2,471+8.6% | $3,679-27.1% | $2,342+14.6% |
| Participant deferral / active EE | $7,616 | $2,854+166.9% | $3,897+95.4% | $3,332+128.6% |
| Admin fee / account holder | $13,237 | $3,840+244.7% | $5,194+154.9% | $4,645+185.0% |