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 | $373,961 | $98,750+278.7% | $149,696+149.8% | $79,858+368.3% |
| Participation rate | 83.3% | 75.8%+7.6pp | 82.5%+0.9pp | 69.6%+13.7pp |
| Annual return | 13.78% | 27.43%-13.6pp | 276.60%-262.8pp | 31.71%-17.9pp |
| Employer contribution / active EE | $5,257 | $3,216+63.4% | $4,644+13.2% | $2,471+112.8% |
| Participant deferral / active EE | $0 | $5,680-100.0% | $6,842-100.0% | $3,740-100.0% |
| Admin fee / account holder | $4,027 | $6,053-33.5% | $9,309-56.7% | $5,306-24.1% |