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 | $295,945 | $132,634+123.1% | $115,768+155.6% | $137,256+115.6% |
| Participation rate | 94.1% | 77.9%+16.2pp | 74.4%+19.7pp | 80.0%+14.2pp |
| Annual return | 13.36% | 160.70%-147.3pp | 100.46%-87.1pp | 220.34%-207.0pp |
| Employer contribution / active EE | $4,676 | $3,360+39.2% | $2,940+59.1% | $4,156+12.5% |
| Participant deferral / active EE | $7,949 | $5,619+41.5% | $4,917+61.7% | $6,407+24.1% |
| Admin fee / account holder | $5,879 | $15,028-60.9% | $12,439-52.7% | $12,270-52.1% |