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 | $250,979 | $105,998+136.8% | $92,233+172.1% | $147,584+70.1% |
| Participation rate | 92.3% | 80.4%+11.9pp | 76.5%+15.8pp | 82.8%+9.5pp |
| Annual return | 20.70% | 50.05%-29.3pp | 176.28%-155.6pp | 578.55%-557.8pp |
| Employer contribution / active EE | $2,952 | $4,333-31.9% | $3,679-19.8% | $4,876-39.5% |
| Participant deferral / active EE | $8,521 | $4,478+90.3% | $3,897+118.7% | $5,439+56.7% |
| Admin fee / account holder | $920 | $6,332-85.5% | $5,194-82.3% | $10,885-91.5% |