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 6-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 | $370,473 | $175,202+111.5% | $149,673+147.5% | $139,434+165.7% |
| Participation rate | 73.9% | 83.4%-9.5pp | 78.8%-4.9pp | 80.3%-6.4pp |
| Annual return | 11.88% | 166.71%-154.8pp | 134.42%-122.5pp | 372.94%-361.1pp |
| Employer contribution / active EE | $2,718 | $5,474-50.3% | $4,818-43.6% | $4,751-42.8% |
| Participant deferral / active EE | $4,898 | $6,519-24.9% | $5,680-13.8% | $6,710-27.0% |
| Admin fee / account holder | $22,480 | $16,150+39.2% | $13,210+70.2% | $11,403+97.2% |