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 | $388,445 | $91,538+324.4% | $129,995+198.8% | $75,163+416.8% |
| Participation rate | 95.0% | 71.4%+23.6pp | 78.5%+16.5pp | 67.2%+27.8pp |
| Annual return | 13.65% | -631.11%+644.8pp | -137.18%+150.8pp | 160.62%-147.0pp |
| Employer contribution / active EE | $5,356 | $2,845+88.2% | $4,320+24.0% | $2,670+100.6% |
| Participant deferral / active EE | $7,661 | $4,341+76.5% | $5,820+31.6% | $4,125+85.7% |
| Admin fee / account holder | $10,247 | $6,790+50.9% | $10,614-3.5% | $5,651+81.3% |