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 | $340,804 | $105,998+221.5% | $92,233+269.5% | $147,584+130.9% |
| Participation rate | 92.3% | 80.4%+11.9pp | 76.5%+15.8pp | 82.8%+9.5pp |
| Annual return | 17.82% | 50.05%-32.2pp | 176.28%-158.5pp | 578.55%-560.7pp |
| Employer contribution / active EE | $1,761 | $4,333-59.4% | $3,679-52.1% | $4,876-63.9% |
| Participant deferral / active EE | $7,307 | $4,478+63.2% | $3,897+87.5% | $5,439+34.3% |
| Admin fee / account holder | $1,089 | $6,332-82.8% | $5,194-79.0% | $10,885-90.0% |