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 | $322,763 | $102,317+215.5% | $146,958+119.6% | $80,856+299.2% |
| Participation rate | 92.3% | 75.8%+16.5pp | 82.2%+10.2pp | 67.6%+24.7pp |
| Annual return | 15.44% | 134.76%-119.3pp | 418.34%-402.9pp | 35.59%-20.2pp |
| Employer contribution / active EE | $3,813 | $3,713+2.7% | $4,933-22.7% | $2,755+38.4% |
| Participant deferral / active EE | $11,204 | $6,644+68.6% | $8,070+38.8% | $4,296+160.8% |
| Admin fee / account holder | $5,805 | $7,941-26.9% | $12,998-55.3% | $6,918-16.1% |