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 5-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 | $663,732 | $69,010+861.8% | $159,960+314.9% | $68,494+869.0% |
| Participation rate | 93.2% | 65.4%+27.8pp | 78.0%+15.3pp | 67.9%+25.4pp |
| Annual return | 29.74% | -9.65%+39.4pp | 408.60%-378.9pp | -7.84%+37.6pp |
| Employer contribution / active EE | $5,282 | $2,213+138.7% | $4,226+25.0% | $2,596+103.5% |
| Participant deferral / active EE | $5,336 | $4,212+26.7% | $6,182-13.7% | $4,027+32.5% |
| Admin fee / account holder | $8,473 | $4,798+76.6% | $8,698-2.6% | $5,403+56.8% |