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 | $252,102 | $91,538+175.4% | $129,995+93.9% | $75,163+235.4% |
| Participation rate | 93.1% | 71.4%+21.7pp | 78.5%+14.6pp | 67.2%+25.9pp |
| Annual return | 19.38% | -631.11%+650.5pp | -137.18%+156.6pp | 160.62%-141.2pp |
| Employer contribution / active EE | $2,501 | $2,845-12.1% | $4,320-42.1% | $2,670-6.3% |
| Participant deferral / active EE | $6,413 | $4,341+47.7% | $5,820+10.2% | $4,125+55.5% |
| Admin fee / account holder | $7,548 | $6,790+11.2% | $10,614-28.9% | $5,651+33.6% |