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 | $410,097 | $102,317+300.8% | $146,958+179.1% | $80,856+407.2% |
| Participation rate | 93.0% | 75.8%+17.2pp | 82.2%+10.9pp | 67.6%+25.4pp |
| Annual return | 12.67% | 134.76%-122.1pp | 418.34%-405.7pp | 35.59%-22.9pp |
| Employer contribution / active EE | $4,493 | $3,713+21.0% | $4,933-8.9% | $2,755+63.1% |
| Participant deferral / active EE | $8,268 | $6,644+24.4% | $8,070+2.5% | $4,296+92.5% |
| Admin fee / account holder | $11,511 | $7,941+44.9% | $12,998-11.4% | $6,918+66.4% |