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 | $345,838 | $102,317+238.0% | $146,958+135.3% | $80,856+327.7% |
| Participation rate | 97.3% | 75.8%+21.5pp | 82.2%+15.1pp | 67.6%+29.7pp |
| Annual return | 11.93% | 134.76%-122.8pp | 418.34%-406.4pp | 35.59%-23.7pp |
| Employer contribution / active EE | $11,886 | $3,713+220.1% | $4,933+141.0% | $2,755+331.5% |
| Participant deferral / active EE | $11,440 | $6,644+72.2% | $8,070+41.8% | $4,296+166.3% |
| Admin fee / account holder | $2,652 | $7,941-66.6% | $12,998-79.6% | $6,918-61.7% |