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 | $291,677 | $98,750+195.4% | $149,696+94.8% | $79,858+265.2% |
| Participation rate | 87.5% | 75.8%+11.7pp | 82.5%+5.0pp | 69.6%+17.9pp |
| Annual return | 16.17% | 27.43%-11.3pp | 276.60%-260.4pp | 31.71%-15.5pp |
| Employer contribution / active EE | $3,859 | $3,216+20.0% | $4,644-16.9% | $2,471+56.2% |
| Participant deferral / active EE | $17,817 | $5,680+213.7% | $6,842+160.4% | $3,740+376.4% |
| Admin fee / account holder | $40,514 | $6,053+569.4% | $9,309+335.2% | $5,306+663.5% |