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 | $352,947 | $91,190+287.0% | $178,490+97.7% | $79,858+342.0% |
| Participation rate | 89.5% | 69.2%+20.3pp | 81.9%+7.5pp | 69.6%+19.8pp |
| Annual return | 13.85% | 24.19%-10.3pp | 151.07%-137.2pp | 31.71%-17.9pp |
| Employer contribution / active EE | $9,643 | $3,256+196.2% | $5,011+92.5% | $2,471+290.3% |
| Participant deferral / active EE | $7,161 | $3,236+121.3% | $5,202+37.7% | $3,740+91.5% |
| Admin fee / account holder | $3,418 | $6,751-49.4% | $13,984-75.6% | $5,306-35.6% |