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 | $350,830 | $144,119+143.4% | $117,854+197.7% | $147,584+137.7% |
| Participation rate | 89.5% | 83.4%+6.1pp | 79.7%+9.8pp | 82.8%+6.6pp |
| Annual return | 13.56% | 531.15%-517.6pp | 335.08%-321.5pp | 578.55%-565.0pp |
| Employer contribution / active EE | $13,158 | $4,896+168.7% | $3,786+247.5% | $4,876+169.8% |
| Participant deferral / active EE | $5,926 | $5,316+11.5% | $4,482+32.2% | $5,439+9.0% |
| Admin fee / account holder | $23,018 | $10,886+111.5% | $8,020+187.0% | $10,885+111.5% |