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 | $330,839 | $133,958+147.0% | $112,228+194.8% | $134,475+146.0% |
| Participation rate | 90.0% | 78.6%+11.4pp | 75.1%+14.9pp | 81.2%+8.8pp |
| Annual return | -9.75% | 47.11%-56.9pp | 27.45%-37.2pp | 417.96%-427.7pp |
| Employer contribution / active EE | $21,884 | $4,038+441.9% | $3,635+502.1% | $4,740+361.7% |
| Participant deferral / active EE | $8,954 | $5,291+69.2% | $4,728+89.4% | $6,400+39.9% |
| Admin fee / account holder | $22,443 | $7,489+199.7% | $6,410+250.1% | $11,426+96.4% |