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 | $272,105 | $104,907+159.4% | $84,611+221.6% | $152,861+78.0% |
| Participation rate | 83.3% | 74.8%+8.5pp | 68.2%+15.1pp | 82.4%+0.9pp |
| Annual return | 22.15% | 373.79%-351.6pp | 258.74%-236.6pp | 345.32%-323.2pp |
| Employer contribution / active EE | $1,425 | $3,302-56.8% | $2,652-46.3% | $4,762-70.1% |
| Participant deferral / active EE | $12,042 | $4,688+156.9% | $3,899+208.9% | $5,850+105.8% |
| Admin fee / account holder | $12,210 | $6,241+95.6% | $4,912+148.6% | $11,596+5.3% |