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 | $251,405 | $95,971+162.0% | $74,550+237.2% | $135,375+85.7% |
| Participation rate | 95.7% | 75.7%+20.0pp | 69.1%+26.5pp | 82.6%+13.0pp |
| Annual return | 9.98% | 56.96%-47.0pp | 32.53%-22.6pp | 519.73%-509.8pp |
| Employer contribution / active EE | $7,976 | $2,716+193.7% | $1,961+306.8% | $4,779+66.9% |
| Participant deferral / active EE | $3,885 | $3,843+1.1% | $3,108+25.0% | $5,609-30.7% |
| Admin fee / account holder | $30,499 | $6,522+367.7% | $5,060+502.8% | $10,827+181.7% |