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 | $133,922+121.0% | $116,228+154.6% | $142,382+107.9% |
| Participation rate | 94.1% | 77.9%+16.3pp | 74.6%+19.6pp | 80.1%+14.0pp |
| Annual return | 13.36% | 147.76%-134.4pp | 90.06%-76.7pp | 217.08%-203.7pp |
| Employer contribution / active EE | $4,676 | $3,446+35.7% | $2,994+56.2% | $4,299+8.8% |
| Participant deferral / active EE | $7,949 | $5,672+40.1% | $4,953+60.5% | $6,507+22.2% |
| Admin fee / account holder | $5,879 | $14,945-60.7% | $11,989-51.0% | $12,624-53.4% |