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 | $340,545 | $107,334+217.3% | $92,893+266.6% | $152,861+122.8% |
| Participation rate | 94.4% | 79.8%+14.7pp | 76.0%+18.4pp | 82.4%+12.0pp |
| Annual return | 19.80% | 145.58%-125.8pp | 109.41%-89.6pp | 345.32%-325.5pp |
| Employer contribution / active EE | $7,362 | $4,221+74.4% | $3,653+101.5% | $4,762+54.6% |
| Participant deferral / active EE | $6,039 | $4,845+24.6% | $4,236+42.6% | $5,850+3.2% |
| Admin fee / account holder | $1,498 | $7,079-78.8% | $5,794-74.2% | $11,596-87.1% |