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 | $347,570 | $91,190+281.2% | $178,490+94.7% | $79,858+335.2% |
| Participation rate | 95.5% | 69.2%+26.3pp | 81.9%+13.6pp | 69.6%+25.9pp |
| Annual return | 11.48% | 24.19%-12.7pp | 151.07%-139.6pp | 31.71%-20.2pp |
| Employer contribution / active EE | $9,962 | $3,256+206.0% | $5,011+98.8% | $2,471+303.2% |
| Participant deferral / active EE | $4,952 | $3,236+53.0% | $5,202-4.8% | $3,740+32.4% |
| Admin fee / account holder | $846 | $6,751-87.5% | $13,984-93.9% | $5,306-84.1% |