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 | $368,075 | $115,770+217.9% | $101,248+263.5% | $158,922+131.6% |
| Participation rate | 92.3% | 79.4%+12.9pp | 75.8%+16.5pp | 82.0%+10.3pp |
| Annual return | 13.40% | 56.14%-42.7pp | 46.47%-33.1pp | 302.83%-289.4pp |
| Employer contribution / active EE | $15,736 | $4,175+276.9% | $3,660+330.0% | $4,761+230.5% |
| Participant deferral / active EE | $7,468 | $4,957+50.6% | $4,370+70.9% | $5,982+24.8% |
| Admin fee / account holder | $28,079 | $7,245+287.6% | $5,945+372.3% | $11,246+149.7% |