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 | $325,899 | $91,538+256.0% | $129,995+150.7% | $75,163+333.6% |
| Participation rate | 86.7% | 71.4%+15.2pp | 78.5%+8.2pp | 67.2%+19.5pp |
| Annual return | 15.07% | -631.11%+646.2pp | -137.18%+152.2pp | 160.62%-145.5pp |
| Employer contribution / active EE | $5,129 | $2,845+80.3% | $4,320+18.7% | $2,670+92.1% |
| Participant deferral / active EE | $2,130 | $4,341-50.9% | $5,820-63.4% | $4,125-48.4% |
| Admin fee / account holder | $14,669 | $6,790+116.0% | $10,614+38.2% | $5,651+159.6% |