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 | $299,442 | $95,416+213.8% | $185,823+61.1% | $85,850+248.8% |
| Participation rate | 89.7% | 68.8%+20.9pp | 81.7%+8.0pp | 69.3%+20.3pp |
| Annual return | 14.01% | 23.59%-9.6pp | 122.05%-108.0pp | 318.53%-304.5pp |
| Employer contribution / active EE | $13,088 | $3,314+295.0% | $5,167+153.3% | $2,565+410.3% |
| Participant deferral / active EE | $6,747 | $3,423+97.1% | $5,568+21.2% | $3,952+70.7% |
| Admin fee / account holder | $776 | $7,213-89.2% | $16,237-95.2% | $6,260-87.6% |