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 | $250,571 | $102,317+144.9% | $146,958+70.5% | $80,856+209.9% |
| Participation rate | 80.6% | 75.8%+4.7pp | 82.2%-1.6pp | 67.6%+12.9pp |
| Annual return | 16.00% | 134.76%-118.8pp | 418.34%-402.3pp | 35.59%-19.6pp |
| Employer contribution / active EE | $4,403 | $3,713+18.6% | $4,933-10.7% | $2,755+59.8% |
| Participant deferral / active EE | $9,095 | $6,644+36.9% | $8,070+12.7% | $4,296+111.7% |
| Admin fee / account holder | $1,275 | $7,941-83.9% | $12,998-90.2% | $6,918-81.6% |