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 | $253,499 | $140,940+79.9% | $112,229+125.9% | $139,434+81.8% |
| Participation rate | 90.0% | 79.2%+10.8pp | 72.4%+17.6pp | 80.3%+9.7pp |
| Annual return | 19.14% | 32.71%-13.6pp | 30.20%-11.1pp | 372.94%-353.8pp |
| Employer contribution / active EE | $3,279 | $4,283-23.4% | $3,430-4.4% | $4,751-31.0% |
| Participant deferral / active EE | $7,903 | $5,874+34.5% | $4,798+64.7% | $6,710+17.8% |
| Admin fee / account holder | $3,334 | $9,954-66.5% | $7,748-57.0% | $11,403-70.8% |