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 | $441,842 | $106,890+313.4% | $84,015+425.9% | $152,861+189.0% |
| Participation rate | 83.3% | 75.2%+8.1pp | 69.0%+14.3pp | 82.4%+0.9pp |
| Annual return | 19.05% | 104.99%-85.9pp | 71.31%-52.3pp | 345.32%-326.3pp |
| Employer contribution / active EE | $17,298 | $2,734+532.6% | $1,983+772.1% | $4,762+263.2% |
| Participant deferral / active EE | $7,778 | $4,011+93.9% | $3,239+140.2% | $5,850+33.0% |
| Admin fee / account holder | $2,131 | $8,285-74.3% | $6,101-65.1% | $11,596-81.6% |