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 | $333,951 | $74,888+345.9% | $71,209+369.0% | $142,382+134.5% |
| Participation rate | 85.7% | 76.2%+9.5pp | 73.8%+12.0pp | 80.1%+5.6pp |
| Annual return | 21.71% | 345.14%-323.4pp | 282.51%-260.8pp | 217.08%-195.4pp |
| Employer contribution / active EE | $3,012 | $2,854+5.5% | $2,721+10.7% | $4,299-29.9% |
| Participant deferral / active EE | $14,275 | $4,454+220.5% | $4,175+241.9% | $6,507+119.4% |
| Admin fee / account holder | $23,011 | $5,568+313.2% | $5,349+330.2% | $12,624+82.3% |