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 | $287,448 | $102,317+180.9% | $146,958+95.6% | $80,856+255.5% |
| Participation rate | 90.5% | 75.8%+14.6pp | 82.2%+8.3pp | 67.6%+22.8pp |
| Annual return | 16.73% | 134.76%-118.0pp | 418.34%-401.6pp | 35.59%-18.9pp |
| Employer contribution / active EE | $4,797 | $3,713+29.2% | $4,933-2.8% | $2,755+74.1% |
| Participant deferral / active EE | $9,461 | $6,644+42.4% | $8,070+17.2% | $4,296+120.3% |
| Admin fee / account holder | $14,055 | $7,941+77.0% | $12,998+8.1% | $6,918+103.2% |