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 | $347,542 | $102,317+239.7% | $146,958+136.5% | $80,856+329.8% |
| Participation rate | 96.1% | 75.8%+20.3pp | 82.2%+13.9pp | 67.6%+28.5pp |
| Annual return | 14.47% | 134.76%-120.3pp | 418.34%-403.9pp | 35.59%-21.1pp |
| Employer contribution / active EE | $5,552 | $3,713+49.5% | $4,933+12.6% | $2,755+101.5% |
| Participant deferral / active EE | $14,100 | $6,644+112.2% | $8,070+74.7% | $4,296+228.2% |
| Admin fee / account holder | $1,868 | $7,941-76.5% | $12,998-85.6% | $6,918-73.0% |