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 | $413,330 | $82,664+400.0% | $125,339+229.8% | $68,494+503.5% |
| Participation rate | 95.6% | 75.0%+20.5pp | 82.4%+13.2pp | 67.9%+27.7pp |
| Annual return | 37.06% | -5.97%+43.0pp | 572.05%-535.0pp | -7.84%+44.9pp |
| Employer contribution / active EE | $4,874 | $3,381+44.2% | $4,814+1.3% | $2,596+87.7% |
| Participant deferral / active EE | $14,993 | $6,110+145.4% | $7,446+101.3% | $4,027+272.3% |
| Admin fee / account holder | $7,265 | $6,275+15.8% | $10,010-27.4% | $5,403+34.5% |