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 | $343,617 | $102,317+235.8% | $146,958+133.8% | $80,856+325.0% |
| Participation rate | 71.7% | 75.8%-4.1pp | 82.2%-10.5pp | 67.6%+4.1pp |
| Annual return | 35.81% | 134.76%-98.9pp | 418.34%-382.5pp | 35.59%+0.2pp |
| Employer contribution / active EE | $868 | $3,713-76.6% | $4,933-82.4% | $2,755-68.5% |
| Participant deferral / active EE | $9,354 | $6,644+40.8% | $8,070+15.9% | $4,296+117.8% |
| Admin fee / account holder | $3,125 | $7,941-60.7% | $12,998-76.0% | $6,918-54.8% |