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 | $324,964 | $111,754+190.8% | $103,333+214.5% | $145,922+122.7% |
| Participation rate | 75.0% | 77.9%-2.9pp | 74.5%+0.5pp | 80.3%-5.3pp |
| Annual return | 14.23% | 24.77%-10.5pp | 24.88%-10.7pp | 561.29%-547.1pp |
| Employer contribution / active EE | $931 | $4,212-77.9% | $3,868-75.9% | $4,660-80.0% |
| Participant deferral / active EE | $2,039 | $5,619-63.7% | $5,057-59.7% | $6,688-69.5% |
| Admin fee / account holder | $62,558 | $9,750+541.6% | $8,355+648.8% | $13,397+367.0% |