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 | $626,891 | $133,922+368.1% | $116,228+439.4% | $142,382+340.3% |
| Participation rate | 94.1% | 77.9%+16.3pp | 74.6%+19.6pp | 80.1%+14.0pp |
| Annual return | 10.70% | 147.76%-137.1pp | 90.06%-79.4pp | 217.08%-206.4pp |
| Employer contribution / active EE | $1,658 | $3,446-51.9% | $2,994-44.6% | $4,299-61.4% |
| Participant deferral / active EE | $3,861 | $5,672-31.9% | $4,953-22.1% | $6,507-40.7% |
| Admin fee / account holder | $86,382 | $14,945+478.0% | $11,989+620.5% | $12,624+584.3% |