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 4-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 | $429,918 | $111,754+284.7% | $103,333+316.1% | $145,922+194.6% |
| Participation rate | 93.8% | 77.9%+15.8pp | 74.5%+19.2pp | 80.3%+13.5pp |
| Annual return | 12.70% | 24.77%-12.1pp | 24.88%-12.2pp | 561.29%-548.6pp |
| Employer contribution / active EE | $14,237 | $4,212+238.0% | $3,868+268.1% | $4,660+205.6% |
| Participant deferral / active EE | $4,820 | $5,619-14.2% | $5,057-4.7% | $6,688-27.9% |
| Admin fee / account holder | $6,481 | $9,750-33.5% | $8,355-22.4% | $13,397-51.6% |