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 | $297,753 | $112,881+163.8% | $90,951+227.4% | $158,922+87.4% |
| Participation rate | 87.5% | 74.7%+12.8pp | 69.0%+18.5pp | 82.0%+5.5pp |
| Annual return | 15.33% | 215.79%-200.5pp | 134.60%-119.3pp | 302.83%-287.5pp |
| Employer contribution / active EE | $3,467 | $2,893+19.8% | $2,122+63.4% | $4,761-27.2% |
| Participant deferral / active EE | $12,623 | $4,128+205.8% | $3,373+274.3% | $5,982+111.0% |
| Admin fee / account holder | $125,045 | $8,041+1455.1% | $5,959+1998.6% | $11,246+1011.9% |