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 3-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 | $257,899 | $97,125+165.5% | $86,233+199.1% | $137,256+87.9% |
| Participation rate | 85.0% | 74.2%+10.8pp | 69.0%+16.0pp | 80.0%+5.0pp |
| Annual return | 13.71% | 74.19%-60.5pp | 61.39%-47.7pp | 220.34%-206.6pp |
| Employer contribution / active EE | $4,696 | $2,841+65.3% | $2,504+87.5% | $4,156+13.0% |
| Participant deferral / active EE | $11,882 | $5,180+129.4% | $4,559+160.6% | $6,407+85.5% |
| Admin fee / account holder | $4,910 | $9,725-49.5% | $8,342-41.1% | $12,270-60.0% |