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 | $369,176 | $105,931+248.5% | $81,930+350.6% | $158,922+132.3% |
| Participation rate | 93.3% | 75.6%+17.7pp | 72.0%+21.3pp | 82.0%+11.4pp |
| Annual return | 9.44% | 38.17%-28.7pp | 29.49%-20.1pp | 302.83%-293.4pp |
| Employer contribution / active EE | $13,909 | $7,800+78.3% | $4,310+222.7% | $4,761+192.1% |
| Participant deferral / active EE | $9,969 | $13,003-23.3% | $7,107+40.3% | $5,982+66.6% |
| Admin fee / account holder | $132,345 | $8,489+1459.0% | $5,158+2465.8% | $11,246+1076.8% |