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 | $278,152 | $102,966+170.1% | $90,281+208.1% | $152,861+82.0% |
| Participation rate | 90.0% | 75.9%+14.1pp | 73.3%+16.7pp | 82.4%+7.6pp |
| Annual return | 22.89% | 95.16%-72.3pp | 78.10%-55.2pp | 345.32%-322.4pp |
| Employer contribution / active EE | $9,031 | $3,139+187.7% | $2,854+216.4% | $4,762+89.6% |
| Participant deferral / active EE | $14,350 | $4,281+235.2% | $3,885+269.3% | $5,850+145.3% |
| Admin fee / account holder | $1,996 | $6,171-67.7% | $5,351-62.7% | $11,596-82.8% |