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 | $371,575 | $133,958+177.4% | $112,228+231.1% | $134,475+176.3% |
| Participation rate | 91.3% | 78.6%+12.7pp | 75.1%+16.2pp | 81.2%+10.1pp |
| Annual return | -17.22% | 47.11%-64.3pp | 27.45%-44.7pp | 417.96%-435.2pp |
| Employer contribution / active EE | $3,918 | $4,038-3.0% | $3,635+7.8% | $4,740-17.3% |
| Participant deferral / active EE | $14,234 | $5,291+169.0% | $4,728+201.1% | $6,400+122.4% |
| Admin fee / account holder | $64,088 | $7,489+755.8% | $6,410+899.8% | $11,426+460.9% |