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 3-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 | $380,980 | $52,353+627.7% | $120,225+216.9% | $82,448+362.1% |
| Participation rate | 92.9% | 58.3%+34.5pp | 69.6%+23.3pp | 68.1%+24.8pp |
| Annual return | 13.90% | 61.85%-47.9pp | 439.23%-425.3pp | 41.64%-27.7pp |
| Employer contribution / active EE | $1,879 | $1,510+24.4% | $3,475-45.9% | $2,551-26.4% |
| Participant deferral / active EE | $6,304 | $2,627+140.0% | $3,999+57.6% | $4,139+52.3% |
| Admin fee / account holder | $6,626 | $4,363+51.9% | $5,696+16.3% | $7,234-8.4% |