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 | $335,842 | $63,346+430.2% | $92,233+264.1% | $70,131+378.9% |
| Participation rate | 97.1% | 68.7%+28.4pp | 76.5%+20.6pp | 69.5%+27.5pp |
| Annual return | 15.56% | 530.12%-514.6pp | 176.28%-160.7pp | 73.14%-57.6pp |
| Employer contribution / active EE | $9,772 | $2,471+295.4% | $3,679+165.6% | $2,342+317.2% |
| Participant deferral / active EE | $9,764 | $2,854+242.1% | $3,897+150.6% | $3,332+193.1% |
| Admin fee / account holder | $5,282 | $3,840+37.5% | $5,194+1.7% | $4,645+13.7% |