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 8-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 | $337,878 | $127,065+165.9% | $113,168+198.6% | $142,382+137.3% |
| Participation rate | 89.5% | 79.2%+10.3pp | 76.6%+12.9pp | 80.1%+9.4pp |
| Annual return | 16.11% | 24.03%-7.9pp | 24.27%-8.2pp | 217.08%-201.0pp |
| Employer contribution / active EE | $11,330 | $3,442+229.2% | $2,975+280.8% | $4,299+163.5% |
| Participant deferral / active EE | $4,331 | $5,716-24.2% | $5,107-15.2% | $6,507-33.4% |
| Admin fee / account holder | $5,031 | $15,736-68.0% | $12,068-58.3% | $12,624-60.1% |