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 | $348,741 | $111,754+212.1% | $103,333+237.5% | $145,922+139.0% |
| Participation rate | 91.7% | 77.9%+13.7pp | 74.5%+17.2pp | 80.3%+11.4pp |
| Annual return | 13.42% | 24.77%-11.4pp | 24.88%-11.5pp | 561.29%-547.9pp |
| Employer contribution / active EE | $8,539 | $4,212+102.7% | $3,868+120.8% | $4,660+83.3% |
| Participant deferral / active EE | $17,564 | $5,619+212.6% | $5,057+247.3% | $6,688+162.6% |
| Admin fee / account holder | $47,840 | $9,750+390.7% | $8,355+472.6% | $13,397+257.1% |