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 | $361,239 | $111,754+223.2% | $103,333+249.6% | $145,922+147.6% |
| Participation rate | 94.1% | 77.9%+16.2pp | 74.5%+19.6pp | 80.3%+13.8pp |
| Annual return | 11.76% | 24.77%-13.0pp | 24.88%-13.1pp | 561.29%-549.5pp |
| Employer contribution / active EE | $11,322 | $4,212+168.8% | $3,868+192.7% | $4,660+143.0% |
| Participant deferral / active EE | $7,163 | $5,619+27.5% | $5,057+41.6% | $6,688+7.1% |
| Admin fee / account holder | $22,760 | $9,750+133.4% | $8,355+172.4% | $13,397+69.9% |