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 7-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 | $331,687 | $107,334+209.0% | $92,893+257.1% | $152,861+117.0% |
| Participation rate | 89.5% | 79.8%+9.7pp | 76.0%+13.5pp | 82.4%+7.0pp |
| Annual return | 17.43% | 145.58%-128.2pp | 109.41%-92.0pp | 345.32%-327.9pp |
| Employer contribution / active EE | $12,202 | $4,221+189.1% | $3,653+234.1% | $4,762+156.2% |
| Participant deferral / active EE | $3,526 | $4,845-27.2% | $4,236-16.8% | $5,850-39.7% |
| Admin fee / account holder | $5,945 | $7,079-16.0% | $5,794+2.6% | $11,596-48.7% |