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 | $388,720 | $124,281+212.8% | $109,143+256.2% | $167,490+132.1% |
| Participation rate | 90.0% | 79.4%+10.6pp | 75.9%+14.1pp | 82.1%+7.9pp |
| Annual return | 20.56% | 26.04%-5.5pp | 25.75%-5.2pp | 478.56%-458.0pp |
| Employer contribution / active EE | $20,591 | $4,207+389.4% | $3,722+453.2% | $4,837+325.7% |
| Participant deferral / active EE | $5,272 | $5,255+0.3% | $4,653+13.3% | $6,341-16.9% |
| Admin fee / account holder | $2,097 | $7,970-73.7% | $6,752-68.9% | $12,309-83.0% |