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 | $324,900 | $72,071+350.8% | $68,368+375.2% | $137,256+136.7% |
| Participation rate | 90.9% | 76.2%+14.7pp | 73.8%+17.2pp | 80.0%+10.9pp |
| Annual return | 13.34% | 353.14%-339.8pp | 292.57%-279.2pp | 220.34%-207.0pp |
| Employer contribution / active EE | $2,377 | $2,788-14.7% | $2,649-10.3% | $4,156-42.8% |
| Participant deferral / active EE | $7,976 | $4,410+80.9% | $4,123+93.5% | $6,407+24.5% |
| Admin fee / account holder | $5,866 | $5,336+9.9% | $5,150+13.9% | $12,270-52.2% |