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 | $350,045 | $91,538+282.4% | $129,995+169.3% | $75,163+365.7% |
| Participation rate | 89.5% | 71.4%+18.0pp | 78.5%+11.0pp | 67.2%+22.3pp |
| Annual return | 18.70% | -631.11%+649.8pp | -137.18%+155.9pp | 160.62%-141.9pp |
| Employer contribution / active EE | $13,207 | $2,845+364.2% | $4,320+205.7% | $2,670+394.7% |
| Participant deferral / active EE | $4,286 | $4,341-1.3% | $5,820-26.4% | $4,125+3.9% |
| Admin fee / account holder | $5,977 | $6,790-12.0% | $10,614-43.7% | $5,651+5.8% |