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 | $282,636 | $102,317+176.2% | $146,958+92.3% | $80,856+249.6% |
| Participation rate | 86.1% | 75.8%+10.3pp | 82.2%+4.0pp | 67.6%+18.5pp |
| Annual return | 22.30% | 134.76%-112.5pp | 418.34%-396.0pp | 35.59%-13.3pp |
| Employer contribution / active EE | $4,272 | $3,713+15.0% | $4,933-13.4% | $2,755+55.1% |
| Participant deferral / active EE | $9,573 | $6,644+44.1% | $8,070+18.6% | $4,296+122.8% |
| Admin fee / account holder | $2,789 | $7,941-64.9% | $12,998-78.5% | $6,918-59.7% |